Will You Have to Pay Estate Taxes When You Die?
When you pass away, your assets will be distributed to your heirs as outlined in your will or estate plan, including your cash,...
top of page
"We believe every American should be able to afford sophisticated and honest financial advice"
Search
Jul 29, 20193 min read
Top Things Your Broker Doesn't Want You to Know
Your investment broker is your go-to person for buying and selling investments on the stock market. Typical brokers work for large...
Jul 29, 20193 min read
Reevaluate Your 2019 Tax Strategy Before It's Too Late
Did your income tax returns (or tax burden) take you by surprise this year? Perhaps your return was much smaller than you anticipated, or...
May 21, 20193 min read
Why It's Important to Keep Your Estate Plan Up to Date
If you’re one of the too-few Americans who has already met with a financial advisor and created a detailed estate plan, you’re already...
May 13, 20193 min read
How Much is the Ideal Amount to Put Down for a Home Purchase?
Buying a home can be intimidating, no matter if it’s your first home or your fourth. One of the most important things to consider when...
May 2, 20193 min read
How Your Investment Fees Are Eating Up Your Future
Investment is the key to growing your wealth over the years and building a retirement fund you can rely on. However, investing isn’t...
Apr 25, 20193 min read
Reasons to Continue Working Even if You Can Afford to Retire
Most people work all their lives, waiting until the day they can officially retire. For many, retirement signifies freedom, vacations and...
Apr 18, 20193 min read
Should I Use My 401(k) or Not?
Millions of retirees rely on an employer-sponsored 401(k) account to save for retirement. Assuming you work for the majority of your...
Apr 15, 20193 min read
Are You Going to Leave a Tax Bomb for Your Kids?
There are many reasons why estate planning is extremely important, but one of the major ones is to maximize the amount of money you’re...
Apr 10, 20193 min read
5 Things to Look for When Choosing a Financial Advisor in Los Angeles
Most of us understand the basics of financial planning, like setting up budgets and saving, but when it comes to more complex topics like...
Mar 28, 20193 min read
How Much Will You Pay for Long-Term Care if You Don't Have Insurance?
Long-term care is something that every retiree likely thinks about at some point, but it can be a difficult consideration to navigate....
Mar 21, 20193 min read
What is Probate and Why Should You Do Something About It Now?
Most people know that creating a will is a necessary step in ensuring your possessions are passed on to loved ones after you die....
Mar 18, 20193 min read
Best Financial Apps That Can Help You in Your Sleep
When it comes to budgeting, investing and finance tracking, finding the time to take an active role in your finances can be a real...
Mar 7, 20193 min read
How to Reduce Your Taxes and Increase Your Lifestyle in 5 Easy Steps
Tax season is upon us, and if you haven’t filed yet, you’ll need to soon. Whether you are already retired or working towards it, your...
Feb 28, 20193 min read
Using Your Home as a Major Tax Deduction in Retirement
During retirement, your tax filing plan can change significantly. New deductions may become available to you, others will become much...
Feb 21, 20193 min read
5 Biggest Mistakes Retirees Make with Their Money
You spend the majority of your working years saving and preparing for the golden age when you can retire and live freely. When retirement...
Feb 15, 20193 min read
10 Investing Principles to Stick by, Forever!
Managing investments can be tricky business, especially for someone who isn’t extremely knowledgeable about the market. With a wide...
Feb 13, 20193 min read
What's the Difference Between a Will and a Trust?
Wills and trusts are critical components of a well-thought-out estate plan, but it’s not always clear how the two differ. Both work to...
Feb 11, 20193 min read
How Much Should I Pay for Long-Term Care Insurance?
As you grow older, your risk of requiring long-term care services increases. Unfortunately, these services are not usually covered by...
Feb 8, 20193 min read
10 Tax Deductions I Bet You Aren't Taking (But You Should Be!)
People are now starting to file their taxes for the 2018 tax year, but between changes to the tax law and general confusion surrounding...
bottom of page