With potentially higher returns, lower risk, and the power to do good in the world with your investments, the benefits of ESG investing are clear.
Explore financial, estate, and tax planning topics
As a single woman, it can be scary facing retirement alone. Single women face different challenges when retiring, including living longer and needing more financial resources. These challenges require advice
When divorce happens, it can set off the gamut of overall emotions. These six tips are a reminder that without a lot of planning while you’re in the middle of it, your divorce may never have a happy ﬁnancial ending. Even though this is happening to you personally, make these smart moves so you can still ﬁgure out how to secure and maintain your own ﬁnancial independence.
Download E-Book This is the weekend you have finally decided it’s time to start your own business. You’ve had enough of the corporate rat race and now you want to
Divorce is one of those life events that may be one of the most difficult transitions any person has to make. Some divorces end amicably, while others end up with such irreconcilable differences that the two parties never speak again. While lawyers usually end up in the middle of the finances when a couple divorces, here are five things to consider reviewing after your divorce.
Download E-Book Are you familiar with the fees that your financial advisor is charging you for their services? Here at California Wealth Transitions we charge a flat percentage rate to
While getting divorced is a very difficult time, there are several other things that will change along with your marital status. You and your spouse’s finances will need to be divided during the divorce, but this is a great opportunity to evaluate your financial standing.
Download E-Book MISTAKE # 1 – Holding Cash Anyone remember the Aesop’s fable about the ant and the grasshopper? Put briefly, the ant worked hard all summer storing up food.
The stock market during an election year (especially this year!) can be volatile, but you can be prepared. On Thursday, October 15th, CWT hosted a webinar with John Leonard, CIMA, an Executive