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535 Mission Street
San Francisco, CA, 94105

415 494 8262

We are a team of fee-based CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals committed to transparency and the fiduciary standard of care. Our relationship-based, comprehensive approach to wealth management and financial planning is designed to create and conserve wealth while providing our clients with financial peace of mind and an increased quality of life.

Media

Citrine Capital is can’t keep the press away. Check our our media appearances!

 

Citrine in the Media

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New 401(k) and IRA Limits for 2019

(US News and World Report) Retirement savers will be able to contribute $500 more to 401(k)s and individual retirement accounts in 2019. Workers with slightly higher incomes will also qualify to contribute to Roth IRAs and claim the retirement saver's tax credit. Here's how the retirement account rules will change in 2019.


Should I Work with a CPA?

(Financial Planning) The more successful your clients, the more they need complex tax considerations incorporated into their overall financial plans. Whether you’re timing charitable contributions, harvesting tax losses, preventing a bump to a higher tax bracket or planning a 199A deduction for flow-through entities, a fluent understanding of a plan’s tax ramifications adds tremendous value to a financial planning relationship.


7 Financial Services you Should Never Pay For

(Huffington Post) Few things feel worse than finding out you spent more than you had to. It’s easy to spot a sale you missed or coupon you forgot to redeem, but when it comes to the financial industry, it’s tough to know if you’re getting a deal or being ripped off. Here are seven financial services you should never pay for, either because there are plenty of free alternatives or they’re outright scams.


Should you Buy or Rent a Vacation Home?

(CNN) You've got a little extra cash and you'd like to find a place to escape. Should you buy a property and build equity with the potential for rental income? Or should you rent a getaway with no fixed costs, maintenance or hassle?


Nine Questions to Ask Financial Advisors Before Hiring One

(Huffington Post) You wouldn’t trust just anyone with your kids, your mental health or even your hair, so you should be just as picky when it comes to the person who manages your money. But with so many financial advisors out there, it can be tough to know if you hired the right person for the job.


Bringing on a Partner to Accelerate Growth

(XY Planning Network) There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all about how they are building their growing business and how they use their different skills to benefit each other


Should I Socialize with Clients?

(Financial Planning) Karen Van Voorhis doesn’t usually mix her professional and social lives. But when the Sapers & Wallack vice president found herself with a pair of Red Sox tickets, she decided to try something new: invite a client to join her.