We don’t want people to pay more taxes than they have to. Here are strategies for high-earning individuals and others to reduce their tax bill.
Getting divorced? Some financial points to consider before you sign the settlement.
Thinking of doing an IRA rollover? Here’s what you need to know to avoid running afoul of the IRS.
If you are looking for a fee-only financial advisor, you’re ahead of many people. Here’s how to find a fee-only financial planner.
California has it all, from the beaches to the mountains. It also presents some challenges for retirement planning.
If you’re looking to manage your personal finances, here are two phases of a financial plan.
As each generation inherits money, the question that comes up is “What’s the best thing I can do with this inheritance?”
“It’s Your Money!” is an eight-week-long course that will meet Tuesday afternoons, April 2 to May 21, at the La Habra Community Center.
How do you make the transition into retirement? Here are four steps that have worked well for our clients.
If you’re wondering how you’ll turn your retirement savings into income, here are some points to consider.
Unrealistic expectations about the cost of health care can ruin an otherwise good plan for early retirement. Here are points to consider.
Ken Fisher hates annuities, and we don’t like them either. Here’s why.
When a loved one dies without a last will and testament in California, the state’s intestate laws take effect. Proper estate planning can help prevent this.
If you’re trying to figure out the best age to retire, you have a couple of questions you should ask yourself.
You can use a 529 college savings plan for so-called “qualified higher education expenses.” We break down what those expenses are.
College is expensive and getting more so. Here are ways parents can make college tuition more manageable.
It’s understandable that fans end up overspending for the Super Bowl. But what’s the opportunity cost? We look at the numbers.
Here are key federal tax numbers you should know for filing tax returns in 2019.
Retirement brings new—and often complicated—personal finance decisions. You may be wondering if it is time to change financial advisors. Here are some considerations.
As humans, we are wired to our investing disadvantage. We retain all the behavioral biases we had in junior high, and they cause us to be poor investors.
When someone is facing their own death, making sure their spouse is prepared financially can help ease the transition.
Here are financial New Year’s resolutions that you can get started on to help build peace of mind about your money.
As you’re probably aware, stocks are having an awful fourth quarter. Since hitting a peak on Sept. 28th, stock prices broadly are down over 15% with some corners of the market, such as growth companies and small companies, declining the most.
Index funds get a lot of press, and they can be a solution for someone who doesn’t want to do research. But there is something better available.
You may be wondering if you should pay off your mortgage before retirement. The short answer is, yes. However, consider these factors first.
If you’re considering a divorce (or are in the process of one), here are eight tips to help mitigate the financial impact.
Wondering whether you should hire a financial planner or do it yourself? Here are some points to consider.
You may be in holiday mode, but make sure to check these five items off your end-of-the-year planning checklist.
You have lots of ways to invest, but there is one thing you need to be successful: discipline.
Here are some tips and thoughts from our experiences with grieving clients to help you move forward after a loved one has died.