Category Archives: Financial Advisories By Delia

From Delia: Helping Debtors Become Savers

From time to time, Delia
Fernandez will author a guest post on our blog. [Disclosure:  There is
no express or implied relationship or financial ties between Delia's
practice and Tredway, Lumsdaine & Doyle, LLP.]
With the cost of living going up and home values going down, it’s not surprising that sometimes debt creeps up on people. We may start [...]

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Sharing the Latest Money Makeover From Delia.

Delia
Fernandez is a guest poster on this blog. Her posts are always very
thorough and informational on financial matters. Click here to see her other posts.
Delia was featured in last Sunday’s Los Angeles Times as the featured planner for a money makeover involving an AIDS survivor.

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Delia Says: Packing for a Trip? Be Sure to Pay Your Child Support.

From time to time, Delia
Fernandez will author a guest post on our blog. [Disclosure:  There is
no express or implied relationship or financial ties between Delia's
practice and Tredway, Lumsdaine & Doyle, LLP.]
I just learned that if you are in arrears of child support payments in excess of $2,500, you won’t be issued a passport. And since [...]

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The Immortal Ponzi

From time to time, Delia Fernandez will author a guest post on our blog. [Disclosure:  There is no express or implied relationship or financial ties between Delia's practice and Tredway, Lumsdaine & Doyle, LLP.]

In the midst of last week’s subprime crisis, a client called to tell me a sad but familiar story. A friend [...]

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OC Register Features Delia Fernandez.

Delia Fernandez is a guest poster on this blog. Her posts are always very thorough and informational on financial matters. Click here to see her other posts.
Delia was featured in Saturday’s Orange County Register as the featured planner of the week for a financial makeover entitled "After Illness, They Look Ahead."
You go girl!

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L.A. Times Money Make-Over From Our Guest Blogger.

From time to time, Delia
Fernandez will author a guest post on our blog. [Disclosure:  There is
no express or implied relationship or
financial ties between Delia's practice and Tredway, Lumsdaine &
Doyle, LLP.] In today’s L.A. Time’s Money Makeover, Delia is the featured financial planner.
Overspending on a six-digit income ‘Frivolous’ buying and generous giving put the Newlands [...]

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The SEC Loses and You Win.

From time to time, Delia Fernandez will author a guest post on our blog. [Disclosure:  There is no express or implied relationship or
financial ties between Delia's practice and Tredway, Lumsdaine & Doyle, LLP.] You will see her guest
posts from time to time under the aptly named category "Financial
Advisories By Delia." Enjoy her wisdom.

Or How the [...]

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A Real Estate Proposition.

A client just called me with a contemporary real estate
dilemma – now that she’s sold her place, when should she get back into the real
estate market? She sold for good reasons: the neighborhood was changing for the
worse, so her equity/investment was in jeopardy, and her new neighbors were not
people she cared to share a county [...]

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It’s Fire Season: Are You Adequately Insured?

If there’s one weakness I find in most people’s finances,
it’s that they don’t have sufficient homeowner’s and auto insurance coverage.
Yet it’s the insurance we’re most likely to use, and so inexpensive for what it
offers.

I think one reason people are so underinsured is that we are
introduced to this kind of coverage when we start driving, a [...]

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Asset Protection and Retirement Plans

When you see the phrase “asset protection,” you may
immediately think of wealthy people establishing offshore trusts. But most of
us already have access to something that allows us to protect an unlimited
amount of money: our company’s retirement plan. 
This includes 401ks, 403bs, deferred compensation or 457
plans, profit-sharing and money-purchase plans, defined benefit or pension
plans and SEPs and [...]

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