Many parents and grandparent establish 529 plan Education Savings Accounts for their children or grandchildren to help pay for future education expenses. 529 accounts are state sponsored investment plan accounts that offer tax free growth when the funds are used to pay for private K-12 or college expenses.
Read MoreBeing self-employed and owning a business provide many benefits but it can pose challenges for your personal finances. Here are some financial planning tips for small business owners to consider.
Read MoreWith interest rates and inflation rising, a common question we are receiving is, “Should I be buying I Bonds right now?” We explore that question in this article.
Read MoreIs a Roth conversion right for you during your retirement? There are a number of factors to consider.
Read MoreFor California families with college age children, the Californians For All College Corps is an opportunity to teach financial responsibility and civic obligation to young adult children. This blog discusses what the College Corps program is, and if California families should consider getting their children involved.
Read MoreIn recent months, the escalation of geopolitical threats (such as Russia invading the Ukraine, China threatening Taiwan, and the Iranian nuclear deal) may seem like an ominous cloud that is doomed to negatively impact stock market returns.
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 MoreMore and more of our clients are using their eMoney Financial Dashboard to get a single, consolidated view of their financial picture. Use these PDF guides to help you get the most out of the site - from just signing up to using advanced features.
Read MoreIn this blog we cover the basics of how step up in basis works in a community property state such as California, and what the common mistakes are that people make (that should be avoided).
Read MoreProp 19 has significant impact for residents of the state of California who are looking to pass on property as an inheritance.
Read MoreBusiness owners in the state of California who have been hit hard by the pandemic may avail themselves of the resources that the government has made available to them. In this blog we will discuss the major California relief programs available for small businesses.
Read MoreIn this blog, we are going to discuss what California residents need to know about step-up in cost basis.
Read MoreIn the wake of the recent election and the emotional unrest that has ensued, it is beneficial to recall our past writings on this subject.
Read MoreDo you plan for your child to inherit a home in California? If so, pay attention to recent developments related to Prop 19 and the impact it is likely to have on your property taxes.
Read MoreEvery four years, during the Presidential election cycle, some clients get nervous about the election and how the outcome will affect their investments. Normally there is a fear that if their favored candidate loses, the stock market will tank.
Read MoreIn this article we outline several important facets of historical market performance. This has great relevance to investors who are looking to make successful decisions about how to over or underweight their portfolio positions to maximize performance over the long term.
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