Why can’t I get a mortgage? And you want me to give you what?!

This is a great 4 minute interview with David Wessel, economics editor of The Wall Street Journal. Wessel talks with National Public Radio (NPR) host Steve Inskeep about the trials and tribulations of getting a mortgage despite all-time...

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Who's Your Advisor?

Often when I’m working with clients this question comes up: “who is your financial advisor?” And just as often they will answer with “Oh, yes. Our financial advisor is Joe with Joe’s Investments.”

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To Short Sale or Not to Short Sale

There is a lot of consideration and angst that homeowners go through in considering a short sale (appropriately so). Aside from the emotional turmoil, there are some very real financial and legal issues to deal with.

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The True Cost of a Mortgage

I’m sure you’ve seen the ads… “No Cost Mortgage!” No closing costs, no appraisal fee, no this, no that. Free Money! Don’t be fooled. There are always costs associated with originating a mortgage.

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Making Assets Last a Lifetime

There are over 33,000 Marin County residents who are 65 or older. Though Marin is a relatively wealthy area measured in income, net worth and home values, many seniors, and often along with their adult children, still face very tough choices in maintaining their lifestyle through their retirement years. Making the best choice is not simple.

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