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JDH Voted North Bay’s Best!

Announcement, JDH Blog, JDH Newsletter

NBB_BEST2014_PCLogo_ColorNBB_BEST2014_PCLogo_ColorJDH Wealth Management is excited and proud to share with you that we have been voted BEST Wealth Management firm in the North Bay by the readers of North Bay Biz magazine!

NBB_BEST2014 Read more

May 19, 2014/by admin
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The Opportunity for Parents and Teens to Talk About Money

JDH Blog, JDH Newsletter, The BAM Alliance

Although teens say their generation’s money issues are different from those of their parents, a Charles Schwab survey says teens still look to their parents when it comes to developing good saving and spending habits. Read more

March 27, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-03-27 17:57:072018-08-14 03:35:39The Opportunity for Parents and Teens to Talk About Money

What Makes a College Essay Stand Out From the Rest

Articles, JDH Blog, JDH Newsletter

Seth Allen, Dean of Admissions and Financial Aid, Pomona College, Claremont, Calif.

College essays carry far more weight than they have in previous decades. With a record number of students applying for college, admissions offices have become highly selective when considering student applications. While each school has its own criteria, schools typically look for students who demonstrate a high level of creativity and innovation. They want students who can express themselves and present interesting viewpoints on issues. Schools also seek out students who have the potential to take on leadership roles in some shape or form. One place they look for these differentiators is in the college essay.

These practical tips can help students stand out when writing college essays: Read more

March 25, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-03-25 23:56:592018-08-14 03:35:39What Makes a College Essay Stand Out From the Rest

20 facts you didn’t know about college freshmen

JDH Blog, JDH Newsletter

By LYNN O’SHAUGHNESSY

When students head off to college, they don’t go far. Nearly 55 percent of freshmen attend school no more than 100 miles from home. More than 37 percent selected a college that’s no more than 50 miles away away from mom and dad.

Those are two of the fascinating facts that you can find in the UCLA’s latest survey of the nation’s college freshmen.

Here are 18 more facts about the current crop of college freshmen during a year when fewer incoming students received scholarships to help defer college costs: Read more

March 21, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-03-21 21:40:302018-08-14 03:35:3920 facts you didn’t know about college freshmen

Four Practical Situations for Teaching Children About Saving, Spending and Planning

Articles, JDH Blog, JDH Newsletter

By Marilyn Wechter

One of the most important things parents can teach their children about money has to do with the delay of gratification. If children can only be satisfied with instant gratification, they will act impulsively. When they learn to delay gratification in the hopes of something better, they also learn a kind of resilience and the sense of success and accomplishment. Children who know they’ve made good decisions develop self-esteem.

The goal is to build up your child’s ability to handle the complexities imposed and choices offered by life. If you do it for them (and if you pay for everything), they won’t know what they’re capable of accomplishing on their own.

These practical situations can carry a theoretical discussion into a real-life learning experience. Read more

February 25, 2014/by Matt Delaney
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From the Sharpie of Carl Richards: A Balanced Family Budget

Carl Richards, JDH Blog, JDH Newsletter

There are a lot of things that come with having children, such as sports, camps, lessons and other activities that can stretch the family budget. Carl Richards, director of investor education for the BAM ALLIANCE, writes that there are other things to consider than just money when it comes to the family budget. Read more

February 24, 2014/by Matt Delaney
http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png 0 0 Matt Delaney http://jdhwealth.com/redesign/wp-content/uploads/2018/06/JDH-Logo-Square-Color-Transparent-RGB-1.png Matt Delaney2014-02-24 18:49:582018-08-14 03:35:40From the Sharpie of Carl Richards: A Balanced Family Budget

What to Do When Family Affects Your Finances

Articles, Dan Solin, JDH Blog, JDH Newsletter

By DANIEL SOLIN

Recently, a client came to me with a difficult dilemma. He was retired and living comfortably but didn’t have much room in his budget for additional expenses. His son was a high-ranking executive with a midsize company. He was married, with three children, all of whom were in private school in New York City. The son lost his job as a consequence of restructuring.

He was having difficulty finding another position at anything close to his prior income. He had been looking without success for more than six months. He was at a point where he could no longer meet his substantial monthly expenses. He asked my client to provide the funds necessary to maintain his lifestyle and the education of his children, until he was able to “land on his feet.”

My client could afford to make these payments for a limited period of time but his retirement plans would be jeopardized if the time period was prolonged and if his son did not pay him back. He asked for my advice. Read more

January 23, 2014/by Matt Delaney
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Take the Plunge, or Drip by Drip?

Articles, JDH Blog, JDH Newsletter, Larry Swedroe

lookingdowntowater

One of the questions I am most asked goes something like this: “I have a large amount of cash to invest. Should I invest it all at once or spread the investment out over time?” Perhaps the cash comes from the sale of a business or an inheritance. Or the cash might build up over time because of concerns about the market turning bearish. It might even be the result of panicked selling. Read more

January 10, 2014/by Matt Delaney
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Happy Holidays!

Announcement, JDH Blog, JDH Newsletter

From all of us at JDH Wealth Management, we wish you joy during this holiday season and in the New Year.

Our offices will be closed for the Christmas holiday on Tuesday, December 24th and Wednesday, December 25th.

Our offices will be closed for the New Year on Wednesday, January 1st, 2014. Read more

December 23, 2013/by admin
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Matt Reflects on 2013 Festival of Brotherhood Trip

JDH Blog, JDH Family, JDH Newsletter

For the past seven years, Matt Delaney has participated in Rotary International’s Festival of the Brotherhood in Mexico.
Read below about his most recent experience.


Matt's phone as of November 2013 7627

Read more

November 26, 2013/by Matt Delaney
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Santa Rosa, CA 95403

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