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July 26, 2019

Jeff talks with FOX40 about financial tips for raising a family. On average, parents are spending over $230,000 from birth to age 18! (Source: Merrill Lynch) Plan For Child Care Save For…

July 12, 2019

Jeff talks with FOX40 about his four midyear money moves. We’re halfway through the year, and it’s the perfect time to review our finances. Click here for an estate planning checklist.

July 9, 2019

Jeff shares with KMAX four tips to help you take control of your finances! In the hustle and bustle of life, it can be easy to put your finances on the…

May 30, 2019

Jeff talks with Good Day Sacramento about 5 personality types and ways to improve our behavior to achieve our money goals. The secret to financial success starts by finding out what drives…

May 29, 2019

Jeff talks with FOX40 about the four financial vows you should make with your significant other. For better, for worse, for richer, for poorer! It turns out almost half of…

May 1, 2019

Jeff  talks with FOX40 about some of the most important moves to consider when tax planning. Now is the perfect time to start planning for the future. Adjust Your Withholding…

April 8, 2019

Jeff talks with Good Day Sacramento about giving your tax refund a refresh – Do you know how you’re going to spend your tax refund this year?   Turn Cash…

March 13, 2019

Jeff talks with Fox40 about how your credit score can have a big impact on your finances! Jeff shares his tips and tricks for managing your credit score. Click here for a…