Member Announcements

What are your financial resolutions for 2022?

As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be sorry to see the year come to a close. But now it’s time to look ahead to a…

Business owners: How to handle prospective buyers

By Carl Pinkard PartnerAldrich Wealth, LPAldrich CapitalAdvisors, LPAs a business owner, you likely receive unsolicited, or altogether random, calls and emails from potential buyers looking to get a few minutes of your time. The caller seems nice enough. They pay you a compliment and mention they are looking for a business “just like yours.” If you’re…

Stepping up when it matters

At The Hollman, McSweeny, Albert & Byrnes Group, we bring decades of knowledge and know-how to an impressive clientele that, quite often, comes to us requiring a seasoned approach to managing and optimizing their wealth.Our highly-credentialed, multi-generational team continues to attract an ambitious and growing number of high-networth families – up to three, four and…

Three good reasons why you need a trust

What quarantine projects did your family get done this year? Most families baked, painted a guest bedroom, or even took on a large backyard renovation. It is hard not to look around at what needs to be updated in your home when you are stuck there all day. Your Estate Plan is no exception and…

Five considerations in financial planning

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.At AZCA Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or…

Commercial lending solutions to help SoCal businesses grow

Now more than ever, businesses need a local financial partner that can make things happen for their benefit. Tri Counties Bank offers a comprehensive suite of financial solutions that rivals those offered by larger banks, but with the flexibility businesses require.Established in 1975, Tri Counties Bank is headquartered in Chico, California, with more than $8…

How to financially prepare your business for growth in 2022

If you’re a business owner, you might be looking to the new year as your chance to reach your next-level goals. This could mean launching a new product, scaling your staff, or taking on larger purchase orders. These are next steps for many businesses poised for growth, but they require having the necessary funds to…

Your dream home with the right partner

Golden 1 Credit Union is expanding home loan services in Carlsbad. The nation’s sixth largest, and California’s leading credit union, celebrated the opening of its Carlsbad Home Loan Center with a ribbon cutting last month. Golden 1 is one of the first credit unions in California to meet the needs of homebuyers with a specialized…

Nonprofit seeks community partners to continue its mission

Nonprofit Beacons, Inc. continues to earn recognition from local officials and organizations for its success in training and preparing individuals with intellectual disabilities for employment and other postsecondary pursuits. Considered one of the most innovative postsecondary training options in North County, on Dec. 10, 2021, Beacons was presented with a Certificate of Commendation from Supervisor…

Running and walking to help others

Carlsbad and the surrounding San Diego County communities will come together to celebrate the 13th annual Mitchell Thorp Foundation Warrior Spirit 5K Run/Walk and Family Festival – on Saturday, February 5th, 2022, at Poinsettia Park in Carlsbad.This year’s in person event will include a patriotic skydive demonstration, live bands along route, DJ, warmups, dance contest,…
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