Post Type Description

January 17, 2019

Jeff  talks with Good Day Sacramento about a few exercises to help get your finances in shape. Studies show improving our fitness and our finances top the list of most popular New…

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…

November 27, 2018

Jeff talks with KMAX about #GivingTuesday. A major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities:…

November 12, 2018

Jeff talks about a major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities: CharityWatch | Charity Navigator | Guidestar | BBB Wise…

October 23, 2018

Jeff talks with FOX40 about about ways you can trick yourself into saving.  A good chunk of people have no savings account at all. That’s dangerous territory when the next…

August 23, 2018

Jeff talks with Good Day Sacramento about planning for the ultimate vacation destination: retirement! It takes time and effort to plan for a summer vacation. Are you taking the same…

August 13, 2018

Jeff talks with ABC10 about 3 money lessons your soon-to-be scholar should know before move-in day. High school grads are ready to fly the nest, but there are a couple more…