Here we are… winding down the very last hours of 2025, marking the end of the first quarter of the 21st century. Soon, we will find ourselves chronologically closer to the unknown experiences of the 2050s than to the Y2K panic, the hanging chads in Florida, and heated debates of Team Britney (Spears) vs. Team Christina (Aguilera)… well maybe the last one carries on.
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 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 MoreThe 1% strategy has many applications to the process of growing wealthy, from saving more money to building a business or even getting a new insurance quote. These small victories, done consistently, do add up over time.
Read MoreUS Bank is in the process of converting all Union Bank checking and savings accounts, mortgages, investment accounts, and credit cards to their platform.
Read MoreI am excited to announce that Andrew is now a Shareholder Partner with Financial Alternatives.
Read MoreThis blog discusses an exciting new development in the prevention of real estate fraud in San Diego County!
Read MoreTaxpayers may receive up to $7,500 as a federal tax credit for electric cars in 2022. In this blog we will discuss what the credit is, how it works, and more.
Read MoreHere is a complete guide to buying solar panels for your home in which we cover many of the commonly asked questions.
Read MoreThe tragic loss of life from collapse of the Champlain Towers South in Surfside Florida should be a wake-up call to condo boards across the country. Being on a Homeowners‘ Association (HOA) board is a serious job that comes with it a high degree of responsibility. Board members need to ensure the safety of residents as well as protect themselves. Here are five things you can do to help protect yourself from personal liability while serving on a HOA Board.
Read MoreAs the pandemic has spread, many small businesses have been impacted by the social distancing and stay-at-home orders. If your business has taken a hit, it’s good to know your options under the Stimulus Package. Here is a quick summary of the basics.
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February is a very opportune time when it comes to planning your cash flow. The holidays and new year have passed, but it’s not yet time when people start feeling overwhelmed by tax season. In this “in between” time, take a few moments this month and plan out your cash flows for the year.
Read MoreThe biggest change to retirement savings rules in over a decade is signed into law as part of a government funding legislation put into effect in 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will impact anyone with a 401K or IRA account.
Read MoreThe best remedy for cybertheft is prevention. Time spent protecting yourself and your family is never spent in vain.
Read MoreMajor custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
Read MoreTax planning is probably your least favorite activity but you’ll thank us for it. Here are some tax planning ideas for year end 2019 - get this out of the way before the holidays
Read MoreThe last thing on your mind during tax season is getting your financial documentation in order– but maybe it should be. If you’re brave enough to take a crack at it, here are some guidelines to follow.
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