One of the most beautiful road trips in America is along the Pacific Coast Highway. A little over a hundred years ago the road was being developed and eventually interconnected ... ...more
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Elder fraud, also known as elder financial exploitation, has been called the “Crime of the 21st Century” and deploying effective countermeasures have never been more important to protect our senior ci... ...more
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How to Use Solo 401k to Build Net Worth and Save on Taxes ...more
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When it comes to lung cancer, any sign is worth checking out, no matter how small ...more
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Every fall, it’s easy to focus on doctor visits and flu shots—but your Medicare plan deserves a checkup, too. ...more
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November 14, 2025•1 min read

For many people, fall brings an impor- tant opportunity: open enrollment. While it may not sound as exciting as planning for the holidays, taking a careful look at your workplace benefits now could sa... ...more
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Every so often, something happens in the dojo that reminds me exactly of why I chose this path. This week, I experienced one of those moments — a story nearly two decades in the making. ...more
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November 14, 2025•2 min read

Last month, we provided an overview of five typical estate planning tools. Now, let’s look at how you actually produce an estate plan that will allow things to go smoothly for your family after your d... ...more
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November 14, 2025•2 min read

Many of our patients ask how they can enjoy the holidays without undoing their progress. T ...more
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November 14, 2025•1 min read

If you want to celebrate the holidays by pausing your home search until next year, you may be missing an excellent time to buy a home. ...more
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The holiday season is upon us. A time to express appreciation for the people, experiences, and opportunities that enrich our lives. As we take a moment to give thanks and celebrate with our families and our communities – let’s not forget the uniquely valuable small, local businesses that are at the heart of our communities.
In today’s fast-paced world, shopping has never been more convenient with online giants and big-box stores offering rapid delivery and low prices. But, unlike mass retailers, small businesses and local shop owners offer personal relationships, leading to better service and customized recommendations. Whether it’s a handmade candle or boutique clothing, these businesses offer a personal touch that can’t be replicated.
The holiday season is a crucial time for small businesses. Events like “Small Business Saturday” remind us to support the shops that keep our communities vibrant. But it’s important to continue that support throughout the year to ensure these businesses thrive.
This holiday season, when shopping for a gift, a service, or just a little treat for yourself, consider visiting our local businesses first. Every purchase makes a meaningful difference, helping build a stronger, more connected community for everyone.
Happy Thanksgiving,
Dawa