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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...
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...
