Yearly Archives: 2017

My father’s family has been in the produce and grocery business since the 1930’s and have owned stores in Palo Alto, Menlo Park and Saratoga, California. He started working in the stores when he was 12. Growing up, I would always watch him diligently shop for fresh produce, and over the years, I have learned many tips and tricks . Here are some of my favorites, since summer is right around the corner. 1. Washing produce – Did you knowRead More

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Best Money-Saving Apps of 2017   Check out these money-saving apps that will save you time and money, with little effort. Ebates.com Ebates.com gives you a percentage (%) of cash back for online purchases (and a few in-store purchases as well). Create an account on their website, choose where you are online shopping, and they will automatically calculate your savings once you make the purchase.  In fact, they send you a $10 gift card just for signing up.  Cons: You can’tRead More

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I had an encounter recently with an annuity salesperson – we’ll call him John. John introduced himself as a financial advisor. I said I was a fee-only financial planner, and I don’t charge commissions. He said he didn’t either. The following is a paraphrase of our conversation. I share it with you because it is a good example of questions you should be asking investment professionals before you consider working with them. In particular, question those who sell products. ThisRead More

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