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Auto Insurance Mistakes to Avoid
Recently I asked an insurance agent what mistakes he sees people make when they buy auto insurance. Below are the auto insurance mistakes he has seen many people make.
Taxes, Taxes, Taxes
While details are still sketchy on the potential tax increases, there are proposals floating around that we can use to give us an idea about what MIGHT happen.
What Good Are Predictions?
The unfortunate truth is that no one can predict the future with certainty.
Is Bitcoin an Investment?
Should I invest in Bitcoin? At Eclectic Associates, we’re getting asked this a lot right now.
2021 Tax and Market Update
As we continue into 2021, here’s a look back at the first quarter of the year.
Estate Planning - Common Faults & Fixes
A little work on your estate plan will pay enormous dividends down the road.
CalSavers – Important Information for California Small Businesses
A new California law is going into effect which will soon require employers with 5 or more employees to offer a retirement plan.
Annuities – Turning Lemons Into Lemonade
Because annuity contracts are so complex, they can be difficult to analyze and compare with each other.
Why does inflation matter?
If you have ever met with Scott Rojas here at our office, you have likely heard him refer to inflation as the heart disease of personal finance.
Money and Your Mind: Your Brain Is Making You A Bad Investor
More often than not, we can blame our bad money decisions on the way our brains our wired. It’s biology!
California’s Prop 19 – Good, Bad, or Somewhere In Between?
Once again, a slew of California propositions have been voted into law. One in particular, Proposition 19, may affect you or your loved ones if you own or will inherit property located in California.
What is a Health Savings Account and How Does it Work?
If you’re starting a new job or just evaluating your employee benefits, it’s possible you might see the option to open a Health Savings Account (HSA).
COVID-19: What about vaccines? What about travel?
The following is the transcript of a remote video interview I recently did with Dr. Dan Gluckstein, an infectious disease specialist.
2020 Year-End Financial Planning You Should Be Doing Now
There are some year-end financial planning opportunities you can still do that could make a difference for years to come. Here are a few ideas you can use.
Annuities – A Deeper Dive
Annuity contracts tend to be complex and difficult to understand, even for financial professionals.
What to Do When You Have Competing Goals
One of the first steps to achieving goals is to prioritize them. We can help clients prioritize by looking at time horizons for goals and interest rates on debts.
529 College Savings Plans - Refunds, Rollovers and Reimbursements
As colleges and students struggle to adapt to a changing environment, this year has brought up a number of questions about 529 college savings accounts.
When Should I Apply for Social Security?
It’s common to wonder when you should start taking Social Security. Here are points to help you feel more confident about this decision.