Kayla Fernandez

Kayla Fernandez

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Financial Planning Executive at California Financial Advisors

How to Help Your Adult Kids Without Hurting Your Retirement 05/18/2026

Many parents want to help their adult children financially — but doing so without jeopardizing their own retirement takes careful planning.

Thank you Diane Harris for including me as one of the professional contributors in this recent Kiplinger article discussing how to support adult children while still protecting long-term retirement goals.

How to Help Your Adult Kids Without Hurting Your Retirement The Bank of Mom and Dad can be challenging — financially and emotionally. These tips pave the way.

Managing Interest Rate Risk in an Income-Focused Portfolio 04/23/2026

Did you know Treasuries are generally state income tax FREE?

I was recently featured in an Investopedia article regarding bonds and income portfolios. 💸 Take a look at the article here:

Link:

Managing Interest Rate Risk in an Income-Focused Portfolio Understand how interest rate risk affects bond income and retirement portfolios—and how to manage price and reinvestment risk strategically.

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