It’s a natural impulse, especially when markets appear like they are about to collapse due to being bloated and overexpensive, and headlines reinforce the idea that a correction is overdue. But history shows that periods of discomfort are often when discipline matters the most.
Read MoreIrrevocable Life Insurance Trusts are really not complicated, despite how they may appear. In this blog, we’ll discuss what you need to know about them, in simple terms.
Read MoreOn July 4th, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), which was subsequently approved by Congress. This bill has many implications. In this blog we will discuss what it means for individuals of high net worth and people in the higher tax brackets.
Read MoreDespite their growing importance, digital assets are often ignored when it comes to estate planning. For those that inherit or try to administer estates today, they could be facing a crisis trying to unlock the immense possible value of what gets left behind. This blog will teach readers what they need to learn about digital asset estate planning.
Read MoreIf you're prepared, diversified, and focused on the long game, you'll not only survive a recession—you might even thrive.
Read MoreWhat happens when you earn too much to make a Roth contribution? Are high-income earners bound to miss? While that may have been an intention when creating these income limits, there are still a few ways to work around these restrictions, namely the Backdoor Roth IRA strategy.
Read MoreI know from speaking with our clients, some have collected or inherited large coin collections of various types of currencies over the years and have found difficulty knowing how to catalog it all, as well as how to value their coin collection.
Read MoreCalifornia residents affected by the devasting wildfires, especially in Los Angles are experiencing emotional heartbreak. Our hearts go out to you. Many have lost not only their homes but also a lifetime of memories. But what is causing this crisis, and what can you do to protect yourself from not being about to renew insurance after the LA wildfires?
Read MoreThe 2025 IRS Super Catch Up Rule is about to make it easier for some workers to save more for retirement—and the timing couldn’t be better.
Read MoreVenmo, Zelle, PayPal… all the new ways society is getting used to sending, receiving, and requesting cash without ever needing a physical wallet. However, as we start to track more finances on our smartphones, the IRS is using the data to better enforce the tax code. Here is what consumers need to know about changes in the IRS tracking of cash transactions.
Read MoreThe IRS has your Bitcoin on their radar - get prepared before the grace period ends on December 31st! There are some big changes on the brink when it comes to how you report Bitcoin on your taxes. This blog presents a summary of what you need to know about changes in Bitcoin (and other digital asset) income tax reporting for 2025.
Read MoreComing out of 2021-2022’s historical high inflation, investors are concerned about inflation and its long-term impact. Here are a few common questions from our clients.
Read MoreUnderstanding how the change to the CA SDI wage cap works will help you prepare for a possible reduction to your take-home pay. This is also an opportunity to consider the risk of injury and how a longer-term disability would affect your financial goals.
Read MoreApologies in advance to anyone who previously has allowed me to soapbox on how annoying the penny is and how each new president’s first executive order should be removing pennies from circulation
Read MoreWith tax season upon us, many individuals and small business owners will soon be filing their taxes for the 2023 income year. Some will find, perhaps unexpectedly, that they are required to make 2024 quarterly tax payments due to not having enough withheld the prior year via an automatic withholding mechanism (paycheck withholding) or from their other sources of income including 1099 income, business income, retirement account withdrawals, etc.
Read MorePresidential elections have a way of creating angst and anxiety. This happens every four years and we always have many conversations with clients of all political persuasions about what, if anything, they should change in their portfolios due to the upcoming election.
Read MoreThanks to the Corporate Transparency Act of 2021, business owners need to file Beneficial Ownership Information (BOI) Reports starting January 1, 2024.
Read More
