Local News / Finance
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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...
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...
Give your money a midyear checkup
If 2023 has been financially challenging, why not take a moment to reflect on the progress you've...
What is estate planning?
In a fundamental sense, estate planning is about control. With an appropriate estate plan in place,...
Retirees: talk finances with your grown children
When you're retired, you'll likely have some financial concerns - just like all retirees. However,...
Take steps to prepare for a long retirement
How long will you live? Of course, your longevity is somewhat unpredictable. But it may be a good...
What is better, a will, or a trust?
It's hard to believe we are in the middle of summer! Now is the perfect time to get your estate...
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...
Help get your teen started with a Roth IRA
To be successful in most endeavors, it's important to develop good habits - and that's certainly...
Municipal bonds: a tax-advantaged way to put capital to work
Municipal bonds are issued by public entities such as state and local governments, health systems,...
What is estate planning?
In a fundamental sense, estate planning is about control. With an appropriate estate plan in place,...
Retirees: Talk finances with your grown children
When you're retired, you'll likely have some financial concerns - just like all retirees. However,...
Understanding cash to close
It's common for buyers to refer to the cash needed to close on a home as "closing costs" or think...
ETFs can spell opportunity
Mutual funds offer investors a chance to own shares in dozens of companies, as well as bonds,...
Diversifying with market caps
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more 19.4%.1...
The secret savings in your home equity
With more than 60% of first mortgages at a rate less than 4%, and more than 80% with rates of less...
Biggest threats to a comfortable retirement?
If you save and invest for decades, you'd like to know you can retire without financial worries....
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...
Fixed for life: what can an annuity do for you?
With stock and bond markets both faltering over the past year, it's easy to see why more...
4 ways to use cash wisely
There has been a lot of talk about a "cashless" society, but it's not here yet. In fact, cash can...
Can you benefit from a 529 plan?
Another school year is coming to a close. And if you have young children, they're now a year closer...
What is step-up basis and why should I know about it? (part 2)
Step-up in basis is the reset in the cost basis of an inherited asset to its fair market value on th...
Extensions and amended tax returns
Extensions Whether you file a tax return by the April due date, or obtain an extension to file,...
Urgent: last ten days before Net 2.0 Metering for solar is gone
For all residents in California, Net 2.0 Solar will be ending to be replaced with Net 3.0 Metering, which will take over starting April 14, 2023. The...
