805-644-1224

Richard S. Jeffery, CFP®

Financial Network Investment Management Solutions

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

 

Related Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?