Staying Comfy, Cozy, and Cleansing During Covid

It’s a new year, but Covid is still here and that means pre-pandemic life remains a distant memory.  Our homes have become and continue to be our office spaces, gyms, and entertainment centers. That means I’m wearing comfy, cozy clothes on the daily and cleansing my space to create a sanctuary for myself and my …

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How to keep the flame alive…financially speaking, of course.

Most couples don’t want to talk about finances, but you should since money is the third leading cause of divorce (after basic incompatibility and infidelity, respectively). Here are the top five things you can do today so you don’t breakup tomorrow: 1) Open Up: Get naked financially. Yes, if you’ve been following me this last …

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Speculating vs. Investing

Most people believe that speculating is a true investment; however, it’s not. When you speculate, you’re actually hoping that your investment goes up in value, but it is always a gamble. It is no different than going to the casino and hoping to win. Speculation is never about doing your homework, understanding all the risks, …

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CocoEco Magazine Feature: Warrior Women: Liberté Chan – The Power of Practice

https://www.cocoecomag.com/post/warrior-women-libertè-chan-the-power-of-practice By Anna Griffin, Editor in Chief Liberté Chan is a beloved KTLA Weather Anchor, Reporter, Yogi, vegan and now Co-Host of their brand new show, LAunscripted. A sweet soul with certificates in Meteorology and Broadcast Journalism, a bachelor’s degree in Journalism and a master’s degree in Public Health, she grew up as a competitive …

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Protect, Invest, Leverage

What are your two biggest assets? If you said, your house, your bank account, or your retirement plan, think again. The short answer is, your two biggest assets are YOURSELF and your TIME.  So, use it wisely.  PROTECT: That means, take care of yourself. Make sure you’re in optimum health. Go to your annual checkups. …

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What is Smart Spending?

As a society of consumers, we spend money almost everyday. Between going to the grocery store, the pharmacy, the gas station, or going online, we are constantly spending. Most of the time, we buy something because there is a need or we just want it. Smart spending is covering the need and the want, but …

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Numbers Don’t Lie, But People Do Lie About Numbers

Whether it be age, weight, income, or net worth, I’ve found that many people tend to disguise the numbers so they sound better. In my humble opinion, as a financial advisor, I have encountered numerous times where clients are told the numerical performance of an investment, only to find out later that that numerical performance …

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