The Setting Every Community Up for Retirement Enhancement (SECURE) Act will take effect on January 1, 2020. This piece of legislation brings the first major retirement reform since 2006 - and with it, some beneficial (and not so beneficial) news for those looking to retire.
Is your charitable contribution eligible for tax deduction? Review charitable giving under the new tax law.
In a volatile market, what are the best ways to approach your financial health? Learn about our comprehensive approach to financial planning in a volatile market.
While financial planners can and should work with clients’ needs in mind, there are certain aspects of the job that are out of their control. Here are a few examples of what your financial planner can - and cannot - do.
Having two or more financial planners could spell trouble for your investments and overall financial health.
Investors see managing their own money as a way to save or to have more control over what they’re investing in. But in the long run, this may bring additional problems that you might not have anticipated.
Children are heading off to college this fall. Help them make smart financial choices with these tips to help your college student prepare financially now.
Is it wise to leave a retirement account to a beneficiary who receives disability assistance? Simply put, the answer is no. Learn when using a special needs trust is applicable.
For the families of those with loved ones who have special needs, financial and estate planning can be of critical importance. Learn how a Chartered Special Needs Consultant® can help.
California’s privacy law, called the California Consumer Privacy Act (CCPA) is set to go into effect on January 1, 2020. Here’s what you need to know.
During times of uncertainty, how can you ensure your investments are positioned properly? Here’s how you can protect yourself against market volatility.
Dr. Dung Trinh, an expert in brain health, held a recent seminar in collaboration with Alzheimer’s Orange County considering the link between the harmful effects of sugar and inflammation in our bodies, and how ketosis may help.
