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5 myths of a reverse mortgage
A reverse mortgage is a term you may or may not be familiar with. The formal name is a Home Equity C...
401(k) door opens for small-business owners
Are you a business owner who has wanted to offer a retirement plan to your employees, but you've...
Time for a spring cleanup: organizing your financial records
The arrival of spring is always a good time to dust off the cobwebs that have built up in your home...
Some tax credits for the 2022 tax year
Taxpayers with one or more qualifying children may be able to claim a tax credit of up to $2,000 per...
What goes into a retirement 'paycheck?'
During your working years, you generally know how much money you're bringing in, so you can budget a...
There is still time to go solar
Hate rolling blackouts? Hate losing power on high wind advisory days? Beat power outages for good...
Are you eligible for these tax deductions?
Proving tax deductions without cancelled checks There is a growing trend toward remote deposit of...
Should investors 'go it alone'?
If you're going to enjoy a comfortable retirement, you should know, among other things, how much mon...
Can you count on Social Security?
If you're getting closer to retirement, you might be thinking more about Social Security....
The time to get solar is now!
Be prepared for your electric bill to rise. Starting in April, net 3 metering will begin. Don’t wait – you might just regret not getting net 2...
Federal tax returns for the year 2022
Do I need to file a tax return? The answer depends on your filing status, your age and the type of i...
Balancing stocks and bonds in one fund
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in...
Identity theft
Tax-related identity theft occurs when someone uses a taxpayer's stolen Social Security number and n...
How to lock in lower cost with solar
What if I told you I could lock in your gas prices for the rest of your life at $1.63 per gallon?...
Keep your loan process peaceful
Ring. Ring. DING: New text message, RING RING: Email Notification. DING. DING. RING. TEXT. What in...
Could you cope with long-term care costs?
We all want to stay healthy and live independently throughout our retirement years. Unfortunately,...
How life insurance could help mitigate taxes in retirement
Higher taxes could follow in the wake of soaring government spending on pandemic relief measures...
Some tax changes to be aware of
It's been an interesting year with important tax changes that will impact you. Here are some of the...
California deeds, part 1
This article (part 1 of 2) will help you understand California deeds, including the different types...
Don't let fear drive investment decisions
In the past year, we've seen some big swings in the financial markets. This volatility may make you...
The talk of the town – a 2-1 buydown
If you have not heard of the term "2-1 buydown," you likely will soon. Like a 1980's fashion trend...
CostPro Solar
Hate rolling blackouts? Hate losing power on high wind advisory days? Beat power outages for good....
Advice can help when making charitable gifts
Now that it's the holiday season, gifts are probably on your mind – and you might intend for some...
Protect financial accounts from 'cyberthieves'
Cybercrime is booming. In 2021, the FBI reported that cybercriminals scammed nearly $7 billion from...
Three stretch IRA alternatives
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning...
