Estate planning is one of the most important things you can do to protect your family and your assets, yet it’s commonly relegated to an afterthought. Here are the most common mistakes Len Hanson has seen — and how you can avoid them.

Are you wondering what you should be doing during this market correction? Check out our blog post for steps to take during this current downturn.

Series I bonds offer a low-risk, interest-earning addition to your portfolio. Learn more if it is a right fit for you in our latest blog post! Link in bio!

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!

With Chevron stock at a 10-year high of $170.90 (as of 03/10/2022), many Chevron employees are wondering if this is the time to sell. In this post, former Chevron employee Len Hanson shares his advice to clients

Markets are tumbling while buildings are collapsing, with weapons devastating Ukraine. Will we make it to the light at the end of the tunnel, or is all lost? This is a series addressing the geopolitical war overseas and the implications on investors.

Financial management can be difficult for anyone, and struggling at times does not necessarily mean you have a chronic issue in your relationship with money. But if your financial behaviors feel like they are crippling your financial future or causing you consistent distress, it may be time to bring in a financial therapist to help you move past the pain.

Prefer to own stocks over ETFs and find new opportunities for tax savings? Now you can, thanks to our new custom indexing tool. Custom indexing works very well for certain clients, but it all depends on your account type, tax circumstances, and goals. Get the full story here to figure out if custom indexing might be right for you!

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.