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 […]
by Keythe Aguilar, CFP. The planning process is a series of steps, when taken in sequence, may help the client reach their goals. Defining that goal is the challenge. I really believe people are so conditioned to think in terms of how much money they have at retirement that they miss connecting with their own […]
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 […]
Somewhere along the way the “American Dream” was to own a home. But, should it be? It has been somewhat of an ideology for generations that owning your home means that you have achieved a certain milestone in life. That status symbol of owning a home has been one reason home ownership has remained at […]
It's really hard to design products by focus groups. A lot of times, people don't know what they want until you show it to them.
by Keythe Aguilar CFP® #ProCoreAdvisors – Yet some continue to encounter hurdles Women are controlling more and more wealth these days. However there are a few situations that many women do not think about, which can derail how their financial future ends up. I myself at one point decided to take the path of being a […]
