Whether you are young or old, it’s crucial that all of us get familiar with what Long-Term Care involves, what it could cost you, and the resources available to you.
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Even if you don’t have student loans, please use this information to help your friends, children, or grandchildren.
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Should you also be worried? It’s helpful to look at what has happened to the stock market during past shutdowns.
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Are you thinking about filing for Social Security benefits and/or Medicare? Here are some helpful points to help you do a self-check to ensure your application process goes smoothly, so that you can avoid hiccups, and maximize your benefits.
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After completing post-childhood support goals of funding an education, wedding, or travel expense, being able to help a child purchase their first home is frequently a goal of our clients. For many families, it brings a sense of satisfaction in setting up their children up to achieve their own life goals. However, when done without the proper planning, it has the potential to create family and financial tension.
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The 1% strategy has many applications to the process of growing wealthy, from saving more money to building a business or even getting a new insurance quote. These small victories, done consistently, do add up over time.
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US Bank is in the process of converting all Union Bank checking and savings accounts, mortgages, investment accounts, and credit cards to their platform.
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During tax season, a common question we hear from clients is, “How will custodial account income from my children’s accounts be treated for taxes?” The answer is that it depends on how much income was realized over the course of the year, if they have earned income from work, and whether Kiddie Tax comes into play.
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The recently signed bill by President Joe Biden was a $1.7 trillion omnibus spending bill which includes Secure 2.0 Act retirement savings legislation. This landmark legislation includes many changes to retirement savings. Here’s a rundown of some key points that we think may have direct impact on your retirement saving strategies.
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We all learned our ABCs as kids, and the nice thing about the alphabet is that it never changes. This is not the case for the ABCs of estate planning - where things can and do change often, especially with structures such as AB Trusts.
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The Middle Class Tax Refund is a one-time tax refund payment for California residents who filed a 2020 tax return with an AGI (adjusted gross income line 17 of CA Form 540) of less than $250,000 (Individual) or less than $500,000 (Married or Head of Household).
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This blog discusses an exciting new development in the prevention of real estate fraud in San Diego County!
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Many parents and grandparent establish 529 plan Education Savings Accounts for their children or grandchildren to help pay for future education expenses. 529 accounts are state sponsored investment plan accounts that offer tax free growth when the funds are used to pay for private K-12 or college expenses.
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Is a Roth conversion right for you during your retirement? There are a number of factors to consider.
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For California families with college age children, the Californians For All College Corps is an opportunity to teach financial responsibility and civic obligation to young adult children. This blog discusses what the College Corps program is, and if California families should consider getting their children involved.
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Taxpayers may receive up to $7,500 as a federal tax credit for electric cars in 2022. In this blog we will discuss what the credit is, how it works, and more.
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Here is a complete guide to buying solar panels for your home in which we cover many of the commonly asked questions.
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The tragic loss of life from collapse of the Champlain Towers South in Surfside Florida should be a wake-up call to condo boards across the country. Being on a Homeowners‘ Association (HOA) board is a serious job that comes with it a high degree of responsibility. Board members need to ensure the safety of residents as well as protect themselves. Here are five things you can do to help protect yourself from personal liability while serving on a HOA Board.
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