Subscribe to Our Newsletter
Sign up with your email address to receive news and updates.
Leaving an Inheritance to Your Kids: How Much Money Is Right?
Here are some points to consider when trying to decide how much money to leave your children.
Coronavirus and Market Update
As you already know, stock markets around the world have continued to decline. Sentiment has reversed dramatically. Just last week, U.S. stock market indexes hit an all-time high.
How to Avoid Outliving Your Money in Retirement
It’s common for people to worry about outliving their money in retirement. Here are points to help you feel confident about your retirement.
2020 Key Tax Numbers for Individuals
The IRS announced key tax numbers for 2020. Here what you need to know about federal tax changes.
LAPD Deferred Retirement Option Plan: What You Need to Know
The Deferred Retirement Option Plan (DROP) for L.A.’s police and fire personnel can help increase retirement savings. Here’s what you should know.
What the SECURE Act Means for Your Retirement
The SECURE Act will affect how people use their retirement accounts. Here’s a rundown of what the act could mean for your retirement.
Hire a Financial Advisor or Do It Yourself: What’s Right?
Here are top considerations to help you decide whether to hire a financial advisor or do it yourself.
How to Use a Donor-Advised Fund for Your Charitable Giving
A donor-advised fund has features that make it attractive, including the tax deduction. Here are tips to use a DAF in your charitable giving plan.
Should You Take a Pension Buyout Offer?
If you are offered a pension buyout offer, here are three factors to consider as you weigh your options.
How to Set a Retirement Travel Budget
Setting a travel budget in retirement is not as easy as it is when you are working. Here are some points to help you enjoy traveling without hurting your budget.
Year-End Financial Planning You Should Be Doing Now
As the year winds to a close, it is time to see if there’s any year-end financial planning that you can take advantage of.
IRA Rollover Rules to Know
There could be a lot of reasons why an IRA rollover makes sense for you, but make sure you know these IRA rollover rules first.
Athletes and Their Money
Some professional athletes get million-dollar contracts and end up bankrupt. What personal finance lessons can we learn from them?
Beware of Annuities: 5 Things You Need to Know
Our fiduciary advisory firm recommends that people beware of annuities. Here are five reasons why.
Does an Inverted Yield Curve Predict a Recession?
What’s the link between an inverted yield curve and a recession? We look at what happens when the yield curve inverts and what it could mean for you.
Everything You Need to Know About RMDs
When you turn 70.5, you need to take required minimum distributions. We cover how RMDs work, how they’re taxed, and other key points.
Top 12 Major Life Events to Financially Prepare for
Life’s milestones can have a big impact on your finances. Here are 12 major life events to include in your financial planning.
Are Annuities Ever a Good Investment?
Salespeople can make annuities sound like the answer to every financial planning issue ever, but the hype and the reality are very different.
Why Hire a Financial Advisor When You Can Invest in Index Funds?
Putting your money into an index fund might sound like a great idea, but financial advisors can add value where funds don’t.
How to Turn an IRA into Retirement Income
Turning on income from an IRA once you retire doesn’t have to be difficult, but mistakes can result in higher taxes or even no income. Here’s what you need to know.