We had an exciting start to the school year at Costa Mesa High School, where our team partnered with Lester Baron and his crew to launch a brand-new financial literacy program. On Thursday, September 12th, we kicked off the first of nine monthly workshops for AVID students (Advancement Via Individual Determination) with a focus on helping them develop the money management skills they’ll need to succeed in life.

For September, we’re excited to recognize not one but two outstanding Nuvision team members—Tess Bermudez and Karina Fletes, the branch managers of our two Costa Mesa branches. Tess and Karina are more than just branch managers; they’re the driving force behind so many of our community efforts.

The housing market in September 2024 is a mixed bag of good news for buyers and ongoing challenges for those still on the sidelines. With recent interest rate cuts by the Fed, and a gradual easing of inflation, some are seeing a light at the end of the tunnel.

Financial security is essential, no matter your age. Each stage of life brings unique challenges and opportunities. Whether you're a teenager just starting your financial journey, in your 30s trying to balance family and career, or approaching retirement, there are steps you can take to secure your financial future. Let’s break down financial planning strategies for each life stage.