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Get Solar Today, and a new roof

As your electric bill continues to grow, we can get you a new roof and solar panels for the same monthly price, with back up batteries! That’s...

 

Federal Tax Returns for 2023

Do I need to file a tax return? The answer depends on your filing status, your age and the type of...

 

Add a child to your home

I get calls all the time from a parent that wants to add their child to their home. Typically this...

 

Can your personality influence your portfolio? New research points to yes

Academic researchers have been exploring how investors' personalities might affect their financial...

 

MediCal charge back (part 2)

Read part one in the Jan. 6 issue of The Loop newspaper. After the effective date of the law, its...

 

Get Solar Today, and a new roof

As your electric bill continues to grow, we can get you a new roof and solar panels for the same monthly price, with back up batteries! That’s...

 

How would you handle forced early retirement?

When you plan to retire at a certain age, you can follow a strategy that incorporates your...

 

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...

 

You've received an inheritance, now what?

If you've recently received an inheritance, you may be facing many important decisions. Receiving an...

 

MediCal chargeback (part 1)

A Trust can save you hundreds of thousands of dollars by avoiding MediCal benefit "chargeback" or...

 

Time: a key element of investing

Who knows where the time goes? We've reached the end of another year, so it's appropriate to reflect...

 

A new roof, solar panels for Christmas

Merry Christmas and Happy Holidays from local business owner Darren Sauro at Get Solar Today. Christmas presents are usually for our kids but the...

 

What is step-up basis and why should I know about it?

I know I'm a nag. I nag because it's so important to plan now for your family when you die. It's...

 

What is the Corporate Transparency Act?

The Corporate Transparency Act (CTA) is a piece of legislation aimed at increasing corporate...

 

Spousal or Domestic Partner Property Order

My wife died recently and I need to transfer the property into my name. How do I do that if my name...

 

REITs, rates and income

Real estate investment trusts (REITs) can offer a consistent income stream that is typically higher...

 

Get Solar Today ... and a new roof

As your electric bill continues to grow, we can get you a new roof and solar panels for the same monthly price, with back up batteries! That’s...

 

What is better, a will or a trust?

It's hard to believe the Holidays are upon us again! Sitting around the Thanksgiving dinner table,...

 

Can life insurance provide retirement income?

If your children are grown and your mortgage is paid off, do you still need to carry life...

 

Year-end 2023 tax tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Set...

 

Can you make charitable giving less 'taxing'?

Once again, it's the season of generosity. In addition to considering gifts for your loved ones,...

 

Put your money where your values are

Financial worries are often cited as a major source of stress. For example, a 2021 study found that...

 

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