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‘Financial Planning’ Category

Dealing with addiction within a family can have a profound impact on various aspects of life, including finances. It is crucial for families to not only provide support and care for their loved ones struggling with addiction but also to navigate the financial challenges that may arise. In this article, we will explore effective strategies […]

Financial assets can refer to many different types of accounts, investments, cash, cars, collectibles, real estate, and much more.  During a divorce, the individuals involved will often only discuss splitting everything 50-50.  However, some of these assets may be more important to one spouse over the other considering the liquidity or illiquidity of an asset […]

Authored by Lauren Mullee, from the law offices of Lauren Mullee. Reprinted with her permission. Divorce attorney Lauren Mullee, recently met up with Keythe Ward-Aguilar Certified Financial Planner and founder of ProCore Advisors, in Newport Beach, to discuss the implications of divorce and financial planning. After initially working as a stockbroker, Keythe experienced her own […]

by Bryan Ward CFP® #ProCoreAdvisors #QuickVest With the cost of attending a traditional 4-year university somewhere between ridiculous and ludicrous, many students and parents alike have looked towards cheaper alternatives such as online universities or attending a junior or community college for the first year or two before transferring into the traditional universities. And, of course, we […]

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