OC Wealth Coach

Part 2 of our June coaching newsletter is out about how to have tough financial conversations. We hope it helps! https://www.ocwealthcoach.com/june-2020-part-2/

Are you needing to have some tough conversations around money? We have some tips coming next week! http://ow.ly/oAKE50AbBnV

Our May's Monthly Coaching Newsletter is here. Take a gander if you are up for some thought provoking timely reading. https://www.ocwealthcoach.com/ocwc-coaching-may-2020-inves/

Welcome to Zombie Awareness Month! Not joking. Good news, though. We all probably already have most of the items on the survival list.

There are some planning opportunities that may be useful this year with the recent changes to retirement plan distributions and loans in the CARES Act. Some "small" acts can cast a "big" shadow. Are any worth looking at for you? https://www.ocwealthcoach.com/cares-act/