Local News / Finance

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When will interest rates drop...and is it worth the wait?

This is the question most asked when meeting with a potential borrower these days. The steady climb...

 

When should you take Social Security?

One of your important sources of retirement income will likely be Social Security - but when should...

 

Why your business needs a business banking account

As a business owner, do you mix personal transactions and business transactions? It is a common...

 

Using trusts to meet tax & non-tax goals

Trusts have been used as an integral part of sophisticated tax and financial arrangements for...

 
 By Peggy Horn    Local News    March 16, 2024 

Tips for buying a house

The real estate market has certainly had its ups and downs in recent years. During the pandemic...

 

A few tax credits for the 2023 Tax Year

Taxpayers with one or more qualifying children may be able to claim a tax credit of up to $2,000...

 
 By Diana Wade    Local News    March 2, 2024

What is Trust Administration?

Example: My mother just passed away. She had a living trust. I need to distribute the assets. After...

 

How savers and spenders can meet in the middle

Couples who have opposite philosophies regarding saving and spending often have trouble finding...

 

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...

 

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