Having a comfortable retirement doesn’t necessarily mean leaving The Golden State behind. Here are a couple of reasons why staying in California may be better for you!

As a financial planner whose client base is largely made up of Chevron employees and retirees, I can’t tell you how many times I’ve gotten questions about early retirement in the last year. It seems people are enjoying the freedom of working remotely and are interested in at least exploring — if not executing on — their early retirement options.

Looking at the S&P 500’s largest annual intra-year drawdowns dating back to 1950, the index’s current downtrend in 2022 is really put into perspective. We’ve been spoiled with last year’s bull market, so should we be worried about this recent volatility?

The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.

Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead. Here are six financial best practices for the record books.

Warren Street Wealth Advisors just keeps growing! Last month, we used this space to make virtual introductions to our team members and the role they play in serving you. As the team continues to grow and reach new heights, we want to introduce you to another new member - Jessica Walker, Client Service Associate.

The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.

Retirement can seem like the most exciting thing in the world — and the most overwhelming. On one hand, you finally get to spend your time on your terms. Maybe that’s traveling the world. Maybe it’s spending more time with your grandkids. Or maybe it’s just spending quiet evenings at home. 

Warren Street Wealth Advisors welcomes a new face to our continually growing team. In the coming months, we will be using this space to make virtual introductions to our team members and the role they play in serving you. We first want to introduce you to the newest member of our team, Kirsten C. Cadden, CFP®, Associate Advisor.

Rising interest rates have been a hot topic in the financial press, and many of my clients are wondering what the impact will be on their Chevron pension — specifically, their lump sum.

During this time last year, the NCAA canceled March Madness. With college basketball off the table, we were given a different type of madness: Market Madness. The S&P 500 drew down a total of 34% from peak to trough as COVID-19 wreaked havoc across global markets. This week marked the one year anniversary of that drawdown’s market bottom.

If you've struggled with credit, it can be tempting to look for a quick fix or fall victim to a scam that will end up making you spend more money. You can work on repairing your credit yourself, and you should.

Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.