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Newport Beach, CA 92660

Phone: 949-576-2372
Fax: 949-502-6629

Christina’s Corner

The three ingredients of a purposeful retirement

Retirement & Longevity   The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer retirements, modern retirees have the time and health to pursue […]

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Weave more of what you love into everyday life

Family & Lifestyle   How to mindfully incorporate your favorite things in your day to day. A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, […]

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Crafting a retirement that evolves with you

Retirement & Longevity   How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected You may be lucky enough to experience the gift of longevity, as many of today’s retirees are expected to reach their 90th birthday and beyond. As you enjoy this exciting phase of […]

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Financial resolutions for 2024

RETIREMENT & LONGEVITY   Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your […]

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