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.
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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).
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The following is the transcript of a remote video interview I recently did with Dr. Dan Gluckstein, an infectious disease specialist.
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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.
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Annuity contracts tend to be complex and difficult to understand, even for financial professionals.
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When it comes to making investment decisions, two questions must be asked.
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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.
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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.
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It’s common to wonder when you should start taking Social Security. Here are points to help you feel more confident about this decision.
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These two words are foundational in the world of finance, but without any additional context they can be difficult concepts to grasp.
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Congress passed the Coronavirus Aid, Relief, and Economic Security Act, also known as the CARES Act, on March 27, 2020. What does this mean for you?
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Rates may fluctuate up and down, the government may change rules to incentivize or discourage behavior, but one truth remains – taxes aren’t going away!
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If you help your adult kids out financially, what consequences will they face? Will they learn a positive or negative lesson?
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With expensive premiums as a backdrop, it’s reasonable to wonder if this is the best time to buy long-term insurance or if it’s better to wait.
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Is California tax friendly for retirees? How does California differ from other states, and what can you do about it?
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An independent financial advisor doesn’t receive mandates from any other company. That means they are beholden only to their clients.
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After a volatile but overall slightly positive week for the markets last week, we’ve seen more large declines this week.
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Do presidential election years affect the stock market? We look at the numbers and provide our perspective.
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We are monitoring developments carefully. Stocks dropped sharply on Monday as the novel coronavirus, COVID-19, continued to spread.
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Here are some points to consider when trying to decide how much money to leave your children.
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