- home
- about us
- Investment Approach
- Client Service Approach
- Market Analysis Summary
- Mission Statement
- Value Proposition
- Team Biographies
- Firm ADV PDFs
- Form CRS
- Firm Brochure-Part 2A of Form ADV
- Brochure Supplement Amit Stavinsky
- Brochure Supplement Frank Parks
- Brochure Supplement Dominick Savo
- Brochure Supplement Richard Mason
- Brochure Supplement Joe Estes
- Brochure Supplement Jonathan Ezra
- Statement Of Financial Strength
- Job Opportunities
- Letter to Clients
- member log-in
- contact us
Latest News about Personal spending
Recent news which mentions Personal spending
Retirees face significantly higher Medicare Part D prescription drug premiums in 2024. What to know
November 21, 2023
From CNBC.com News
Public workers may receive reduced Social Security benefits. There’s growing support in Congress to change that
November 12, 2023
From CNBC.com News
Raising Social Security retirement age would hurt older workers in physically demanding jobs, report finds
November 03, 2023
From CNBC.com News
As open enrollment begins for Affordable Care Act health insurance marketplace, here's what you need to know for 2024
November 02, 2023
From CNBC.com News
Tickers
LIFE
From CNBC.com News
Will Social Security be there for me when I retire? Here’s how the agency’s chief actuary answers that common question
October 30, 2023
From CNBC.com News
This Apple App Store billing policy can lead to overdraft fees, budget woes: 'It's a bizarre practice,' developer says
October 27, 2023
From CNBC.com News
From CNBC.com News
Social Security may affect workers differently in 2024. Here are 3 key things to keep in mind
October 21, 2023
From CNBC.com News
From CNBC.com News
American retiree says tipping etiquette is 'very different' in Portugal: 'I don't miss the constant pressure' in the U.S.
October 12, 2023
From CNBC.com News
A recession may still be in the forecast, experts say. Here's how to make sure you're prepared
October 11, 2023
Tickers
JOBS
From CNBC.com News
54% of shoppers say they'll choose store-brand groceries over name brand from now on—it's not just about cost
October 11, 2023
From CNBC.com News
Now is the time to 'think long-term' when investing, advisor says. This chart helps explain why
October 09, 2023
Tickers
WAR
From CNBC.com News
Women tend to be better investors than men, but don't always take enough risk, CEO says
September 29, 2023
From CNBC.com News
31-year-old California teacher's jobs give him 'time,' 'freedom' and $115,000 a year—here's how he spends his money
September 28, 2023
From CNBC.com News
How a federal government shutdown may affect Social Security and Medicare
September 26, 2023
From CNBC.com News
This big-ticket purchase may be a 'grenade in your otherwise well-planned retirement,' advisor warns
September 25, 2023
From CNBC.com News
These 5 brands scream 'quiet luxury'—and they start at just $9, says fashion stylist: Dress like the 'ultra-wealthy'
September 22, 2023
From CNBC.com News
Social Security benefits may be cut by at least 20% in the next decade. Here's how Congress may fix that
September 22, 2023
From CNBC.com News
A 'financial vortex' of competing priorities may reduce retirement savings by up to 37%, Goldman Sachs finds
September 20, 2023
From CNBC.com News
As federal student loan payments restart, some older borrowers' Social Security benefits may be at risk
September 19, 2023
From CNBC.com News
Getting paid Wednesdays instead of Fridays makes me feel like I earn more—money experts explain why
September 18, 2023
From CNBC.com News
Recession vs soft landing is a 'million-dollar question,' expert says. Where top financial advisors say to invest now
September 15, 2023
From CNBC.com News
Women are likely to face financial curveballs in retirement — including one potentially life-destroying event
September 15, 2023
From CNBC.com News
Average Social Security retirement benefit may grow by some $57 per month 2024, new estimate finds
September 13, 2023
From CNBC.com News
Start an 'opportunity fund' for goals that will bring you happiness, experts say. Here's why
September 12, 2023
From CNBC.com News
Economist shares the best and worst money he ever spent: 'Even things you love can bring more stress than joy'
September 06, 2023
From CNBC.com News
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.
© 2025 FinancialContent. All rights reserved.