Silicon Valley Gets a New Area Code

  For those of you located in Silicon Valley, we’ll be getting a new area code this November. In practical terms, though, what this means to you is–enjoy it while you can–only one more week of 7-digit dialing.   (As in, where you can pick up the phone and call your friendly neighborhood financial planner at 453-2220).…

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Life Insurance: Give the Gift of Care and Love to Your Family

By Peggy D. Martin, MSFS, ChFC, CASL, CLU   My financial services and life insurance career began 43 years ago at age 13 when my father was hired by Equitable Life to be on their sales team.  I assisted in mailings and obtaining contact information for possible prospects. I don’t remember the exact year in the…

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We Got a Brand New Look!

We’ve been hard at work behind the scenes designing a new integrated website and blog, along with a whole new look & feel. Please, let us know what you think! We’ll be adding lots more resources to our site in the coming weeks and months. Healthy Wealthy Families is your best source for investing best…

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The Quandary of the Facebook Pre-IPO Employee

This is the 2nd in my series written to Facebook’s Pre-IPO Employees, the title of which is only partially tongue-in-cheek. I am a  financial planner, and series offers new insights to Gen-X financial windfall recipients, whether that windfall came from stock options (congratulations on your IPO this week, Yelp Employees!), an inheritance, a big sports…

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