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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...
What is step-up basis and why should I know about it? (part 1)
I know I'm a nag. I nag because it's so important to plan now for your family when you die. It's...
Investment ideas for business owners
By definition, business owners put a lot of their financial resources into their enterprises. But...
Do I hide my money under my mattress?
Hard to believe it's been just short of a hundred years since the Great Depression with its run on...
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...
5 myths of a reverse mortgage
A reverse mortgage is a term you may or may not be familiar with. The formal name is a Home Equity C...
401(k) door opens for small-business owners
Are you a business owner who has wanted to offer a retirement plan to your employees, but you've...
Time for a spring cleanup: organizing your financial records
The arrival of spring is always a good time to dust off the cobwebs that have built up in your home...
Some tax credits for the 2022 tax year
Taxpayers with one or more qualifying children may be able to claim a tax credit of up to $2,000 per...
What goes into a retirement 'paycheck?'
During your working years, you generally know how much money you're bringing in, so you can budget a...
There is still time to go solar
Hate rolling blackouts? Hate losing power on high wind advisory days? Beat power outages for good...
Are you eligible for these tax deductions?
Proving tax deductions without cancelled checks There is a growing trend toward remote deposit of...
Should investors 'go it alone'?
If you're going to enjoy a comfortable retirement, you should know, among other things, how much mon...
Can you count on Social Security?
If you're getting closer to retirement, you might be thinking more about Social Security....
The time to get solar is now!
Be prepared for your electric bill to rise. Starting in April, net 3 metering will begin. Don’t wait – you might just regret not getting net 2 met...
Federal tax returns for the year 2022
Do I need to file a tax return? The answer depends on your filing status, your age and the type of i...
Balancing stocks and bonds in one fund
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in...
Identity theft
Tax-related identity theft occurs when someone uses a taxpayer's stolen Social Security number and n...
How to lock in lower cost with solar
What if I told you I could lock in your gas prices for the rest of your life at $1.63 per gallon?...
Keep your loan process peaceful
Ring. Ring. DING: New text message, RING RING: Email Notification. DING. DING. RING. TEXT. What in...
Could you cope with long-term care costs?
We all want to stay healthy and live independently throughout our retirement years. Unfortunately,...
How life insurance could help mitigate taxes in retirement
Higher taxes could follow in the wake of soaring government spending on pandemic relief measures...
