Post Type Description

March 18, 2020

Jeff shares with FOX40 tips for women to take control of their finances and their future! Create a Budget Pay Yourself First Develop a Retirement Strategy Get Educated

January 27, 2020

Jeff talks with FOX40 on how to prevent becoming a tax identity theft victim. Tax identity thieves are ready for tax season, but are you? File as Early as Possible Protect…

December 18, 2019

Jeff talks with FOX40 about four important year-end money moves that could lower your taxes and increase your savings.  Don’t let the ball drop on your finances as the year comes…

December 12, 2019

Jeff talks with Good Day Sacramento about four important year-end money moves that could lower your taxes and increase your savings.  Don’t let the ball drop on your finances as the…

November 5, 2019

Jeff talks with FOX40 about the important topics families should discuss and how to get the conversation started. Families have a lot to discuss when it comes to finances, and…

October 10, 2019

Jeff talks with FOX40 about rules we might consider breaking. Age-old financial rules might be helpful, but times are changing and how we manage our finances needs to evolve. Save…

September 4, 2019

Jeff talks with FOX40, about the money moves you should make after a summer of overspending. Between summer concerts, fun getaways and backyard barbecues it can be hard to keep our summer…