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Monday 02/20/2017
Lodi’s new leadership class ready for work

Tuesday, Feb. 14 marked the first meeting for Leadership Lodi’s Class of 2017 and it was nothing less than a spectacular day for us.

Posted: February 20, 2017
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Ken Levy: An estate planning fiasco avoided

A few months back, a friend approached me about writing an article describing an estate planning fiasco that his family narrowly avoided.

Posted: February 20, 2017
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Monday 02/06/2017
Dale Immekus: Financial advisors and the fiduciary rule

President Trump has issued a directive to the U.S. Department of Labor (DOL) that has the practical effect of delaying implementation of the fiduciary rule for retirement accounts. What does that mean to me?

Posted: February 06, 2017
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Monday 01/16/2017
Realtor Reno Chamber’s Ambassador of the Year

Local Realtor Johanne Reno has been the recipient the Lodi District Chamber of Commerce’s Ambassador of the Year award. Reno will be honored at the Chamber’s annual meeting/awards dinner on Jan. 26 at Wine & Roses from 5:30 to 9 p.m.

Posted: January 16, 2017
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Bryan Hickingbottom: In right situation, reverse mortgage worth consideration

On occasion I am questioned as to my personal opinion of reverse mortgages. As with most financial products, my opinion depends to a very large degree on the situation to which the financial product is being applied.

Posted: January 16, 2017
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Thursday 01/12/2017
Lodi salon celebrates five years of a childhood dream come true

Salon W on Elm Street in Lodi is celebrating five years of a childhood dream come true. Every since she was a little girl, Salon W owner Wendy Diaz knew she wanted to be a hair stylist. She always wanted her own salon but never thought it was possible. However, Jan. 1 marked the salon’s five-year anniversary and salon staff celebrated in December with a catered dinner and client appreciation day.

Posted: January 12, 2017
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Dale Immekus: Some tips for giving this Christmas season

The Christmas holiday is a time of year that many people think of giving. The phrase “Charity begins at home” could not be more truthful than it is here in Lodi. Americans are known for our generosity, and in Lodi we embody this giving attitude. If you are involved in our community at all, then you know just how incredibly generous our community is.

Posted: December 12, 2016
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Wednesday 11/23/2016
Ace Hardware opens store on Ham Lane

Ace Hardware Store located in the Lakewood Mall plaza on Ham Lane is bringing back that small town feeling to Lodi. The hardware store opened its doors to the public on Tuesday.

Posted: November 23, 2016
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Monday 11/21/2016
Bryan Hickingbottom: The challenges of a special needs trust

What is a special needs trust?

Posted: November 21, 2016
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Thursday 11/17/2016
Lodi’s Ginger Bugs offers fun, safety

In a white, green and orange-colored room, a little girl’s nanny repeatedly raised a girl in the air, then gently released her into a pit full of brightly colored plastic balls.

Posted: November 17, 2016
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Monday 11/14/2016
Dale Immekus: Consider options before leaving state to retire

My wife and I are considering moving to another state to retire. What issues should we take into consideration?

Posted: November 14, 2016
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Monday 11/07/2016
Ken Levy: Avoid family fights over inheritance

In my 30-plus years of providing financial advice, more often than not, I have found family relationships are greatly strained when inheritance passes from one generation to the next.

Posted: November 07, 2016
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Monday 10/17/2016
Dale Immekus: Know your health care options as a retiree

What will health insurance cost me when I am eligible for Medicare?

Posted: October 17, 2016
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Tuesday 10/04/2016
Transitioning the family-owned business to successive generations

What steps can I take to successfully pass along the family business?

Posted: October 04, 2016
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Tuesday 09/27/2016
Cheese Central celebrates 5 years

For five years, Cheese Central has stayed in business in Downtown Lodi while several surrounding businesses have come and gone.

Posted: September 27, 2016
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Monday 09/26/2016
Bryan Hickingbottom: Taking steps to protect against identity theft

What can I do to protect myself from identity theft?

Posted: September 26, 2016
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Thursday 09/22/2016
Pet Supplies Plus to hold grand opening this weekend

A Lodi staple has a new look and name after Pet Supplies Plus acquired the Pet Extreme chain, which owned the former Discount Pet Foods.

Posted: September 22, 2016
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Monday 09/19/2016
Dale Immekus: You should have a financial plan — election year or not

Should I change my investments because of the presidential election?

Posted: September 19, 2016
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Wednesday 09/07/2016
4 Financial Skills That Millennials Must Learn

As a generation, millennials are struggling. Many of us feel overwhelmed by student loans and some are having to put off major life events because of them. Because of this, our financial lives will likely be more challenging than our parents’ were.

Posted: September 07, 2016
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Monday 09/05/2016
Bryan Hickingbottom: College is expensive, but aid is available

My son will be graduating from high school next year and the cost of the colleges he is considering are well above what we can afford. How do we find out about financial aid?

Posted: September 05, 2016
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