When I became a financial planner, no one informed me that I would need to play psychologist as well. However, it is a helpful skill for anyone who works with people and their money. After all, one of our tasks is to take the emotion out of financial decision making. But this doesn’t mean financi...

The City of Lodi is facing a silver tsunami in the coming years. What can we do about it?

This is a subject which I have written about in the past. As the new year approaches and we talk about resolutions, my hope is that our community comes together resolving to do our best in accommodating the my...