Approach your financial future with thoughtfulness and intention. Clarity can help you frame your choices, understand your options, and get started on your path to financial independence. You choose the direction; we help you find the way there.

Thanks to everyone who showed up on January 9 for “All About Roths”! Please join me at these two upcoming free events, sponsored by the San Francisco Public Library.

Taxes: How to Stay Out of Trouble: Thursday, March 19, 2026 at 12:00 noon Pacific Time Register here: https://sfpl-org.zoom.us/webinar/register/WN_nSLBp9VRSRifqa145yYIPg#/registration

Best Retirement Plans for YOU: Friday, April 2, 2026 at 2:00 p.m. Pacific Time Register here: https://sfpl.org/events/2026/04/02/presentation-best-retirement-savings-plans-you

Also, on Friday, March 13, 2026 at 1:00 p.m. Pacific Time, please join me as I talk with the excellent Larry Pon, PA/PFS, CFP, EA, USTCP, AEP about “Tax Myths” on his program, “Tax Talk with Larry.” Register here: https://fpalearning.onefpa.org/products/tax-talk-with-larry-43