Local News / Finance
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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 r...
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...
What is better, a will, or a trust?
It is hard to believe it is fall again in Tehachapi. Soon it will be Thanksgiving and then...
Don't leave your IRA to the IRS
If you've invested in an IRA for many decades, it may well turn into a key source of income for your...
Four key objectives of a sound retirement plan
A sound retirement plan should be based on your particular circumstances. No one strategy is...
Race Communications launches Affordable Connectivity Program
Race Communications, the leading provider of fiber-based broadband and communications in California, continues to bridge the digital divide by...
What to know about HSAs and FSAs
Paying for health care can be challenging - but are you taking full advantage of all the resources a...
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...
Why should probate be avoided? (part 2)
In the simplest cases, those in which there are no difficult creditor claims, disputes over...
Own a business? Consider these retirement plans
If you own a small business or are self-employed, you've always got plenty to do, but you can't...
Coming in 2024: new 529 plan-to-Roth IRA rollover option
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529...
All students to be served meals at no charge during 2023-24 school year
For the second consecutive year, through California's Universal Meal Program, all students will be...
How will you exit your business?
If you own a business, you've always got a lot on your mind. But no matter how busy you are today,...
Why should probate be avoided?
The cost is the worst part of a probate. When property passes through full probate, the estate will...
