Tag: investment

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn't anticipated. It may actually give you a better understanding of what you want from life.

Voters in San Diego and San Jose overwhelmingly voted to pare back retirement benefits for city employees, setting the stage for a showdown over public pensions in Sacramento later this year.