(CNN Business) You're in good financial shape. You've already paid off debts, built up an emergency cash reserve, and invested for retirement. Now you've got some extra cash. What should you do with it?
(The Wall Street Journal) Jirayr spoke with the Wall Street Journal about the things you should consider when banks offer rate cuts, special pricing and other discounts and incentives.
(KTVU-TV/Fox News) It pays to know your money personality! Jirayr stopped by KTVU-TV to talk about 5 personality types that drive financial decision making and strategies to help you achieve your goals.
(Yahoo Finance) Ryan discusses how to select investments that maximize social and environmental impact. Keep these eight rules handy when constructing a socially responsible portfolio.
(Investment News) Investment advisers say their clients were surprised by higher tax bills and lower refunds this year, a shock increased by their expectations of less pain due to tax reform.
(KTVU-TV) Jump-start your spring by sparking joy with your finances. Jirayr sat down with KTVU-TV to share 5 tips to tidy up your accounts and #retirement goals.
(Business Insider) A comfortable retirement is built on years of consistent saving, investing, and planning. If you're aiming to quit work in 10 years, giving attention to a few specific areas can make post-retirement life that much easier.
(Business Insider) It's never too early to start saving for retirement, unless you're also carrying high-interest debt.
(Business Insider) If you'd like to become a parent in the near future, there is one financial move you can't afford not to make.
(Investor’s Business Daily) Advisors with a virtual workforce face a variety of challenges, from fostering a unifying culture to measuring the performance of off-site employees.
(Plan Francisco) Every firm has its own story. Jirayr shared Citrine's with Plan Francisco.
(Business Insider) For many people, the best way to start investing is to contribute money to their 401k or other employer retirement plan with a company match.
(KTVU-TV/Fox News) Ryan stopped by KTVU-TV to share five mistakes we should avoid making with our credit cards.
(KTVU-TV/Fox News) Jirayr stopped by KTVU-TV to talk about how to protect your investments amid market volatility.
(The New York Times) Ryan spoke with the New York Times about the impending IPOs and the importance of being prudent with newly acquired wealth.
(ABC News) Taxpayers might be noticing a smaller refund this year. Jirayr stopped by ABC News to talk about how the tax law changes impacted our withholding.
(US News & World Report) The challenge for beginning investors lies in determining how to invest contributions for maximum returns, while balancing risk and cost in the equation.
(InvestmentNews) Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community.
(Huffington Post) The concept of retirement conjures different images for different people. And it can be really hard to get there. But one thing’s for sure: We all look forward to the day when we can quit work for good ― the sooner, the better.
(US News and World Report) Retirement savers will be able to contribute $500 more to 401(k)s and individual retirement accounts in 2019. Here's how the retirement account rules will change in 2019.
(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.
(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?
(Huffington Post) Few things feel worse than finding out you spent more than you had to. Here are seven financial services you should never pay for, either because there are plenty of free alternatives or they’re outright scams.
(Financial Planning) 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.
(XY Planning Network) 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
(Financial Planning) Choosing whether or not to socialize with clients isn’t a simple decision. Some planners find it easy to turn friends into clients and clients into friends, whereas others like to keep the two groups separate.