/ March 2, 2021
Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs such risks. However, because there are no guarantees, investing assets can be a nerve-wracking experience – especially during periods of market turbulence.
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/ February 23, 2021
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well.
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/ February 16, 2021
A resolution for every month to help you work towards financial independence.
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/ January 26, 2021
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone. To protect yourself, keep these tips in mind.
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/ January 19, 2021
Financial wellness refers to having a happy, healthy, and relatively stress-free relationship with your finances. Typically, people who have financial wellness have the following four elements in place:
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/ January 12, 2021
On Election Day 2020, California voters narrowly approved Proposition 19, a constitutional amendment designed to change the way that tax assessments can be transferred.
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/ January 5, 2021
When you're thinking about finances, you always need to consider two sides of the equation — spending and earning.
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/ December 22, 2020
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly. Read on for several things you'll want to accomplish before 2020 draws to a close.
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/ December 15, 2020
Make your early January mortgage payment in December so that you can deduct the accrued interest for the current year that is paid in the current year.
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/ December 8, 2020
A business plan is critical when you're getting ready to launch a business.
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