Committed to providing clients with services that enable them to create more wealth.
Important Considerations for Aging in Place
When individuals and families decide to set a strategy for aging in place, they should address these important considerations. Everything on the list is straightforward and nothing is surprising.
- Exterior and outdoor maintenance.
- Interior housekeeping.
- Repair and construction services (for adding ramps, rails, etc).
- Health care services that are easy to access and readily available.
- Reliable transportation services that are easy to use and understand.
- Access to family, friends, and community.
- Near areas for entertainment that are affordable and accessible.
The Quest for High ROI
Portfolio diversification, tax efficiency, profit generation, consistent cash flow, inflation protection, and wealth creation are the primary goals for real estate investing. In California, it is possible to excel in these areas with real estate [...]
Fall in Love with Your Robots
The world of business is undergoing a revolutionary transformation that is changing how we organize and operate businesses. In an age of robotics, "Cut n Paste" business is no longer an acceptable approach to performing [...]
How to Not Beat the Market
Recently I had the same conversation with three different women. I had placed my condo on the market and all three women advised me that there is a) more room in the market for growth, [...]
Managing Your Money After Retirement
Taking the Right Kind of Risks The greatest challenge in investing as we age is to resist the urge to stop taking financial risk. In our minds, we are playing it safe by eliminating stocks [...]
Buyer’s Guide
Start Your Search The first step in buying a new home is for us to identify the neighborhoods you want to live in. Save your favorite homes, then add them to a collection – [...]
Realty During Covid-19
A Guide for Buying and Selling Realty During Covid-19 became an important priority when the world came to a sudden halt and the State of California ordered us to stay home. As we continue to [...]