Saving for Education: 529 Plans in California
Looking to fund your child or grandchild’s education? 529 plans may provide the answer.
Your House is An Asset: How to Increase Your Home Value
If you’re preparing to sell, these tips can help increase the asset value of your home.
Alternative Minimum Tax: Do You Have to Pay?
Will you have to pay Alternative Minimum Tax this year? Here’s how to find out.
6 Reasons to Talk To Tax Professionals Before Using Online Tax Tools
Filing taxes can be a daunting process. Learn why talking to an experienced tax professional before using online tax tools can maximize deductions.
Sequence-of-Returns Risk in Retirement
Sequence risk can affect the newly retired. Learn how to protect against it.
Municipal Bonds vs. Treasury Bonds: Which to Choose?
Municipal bonds or Treasury bonds? Which one would fit in your portfolio?
5 Ways to Maximize Your Tax Refund in California
Learn strategies to maximize your California tax refund such as optimizing your deductions and credits, making charitable donations, and more!
3 Ways Tax Projections Can Help You Grow Your Wealth
A well thought out tax plan includes tax projections done years in advance, which could help you save money, discover opportunities & grow your wealth.
How to Use QCDs as a Charitable Giving Strategy
A qualified charitable distribution can benefit your favorite charity and help you save on taxes.
IRA Guide: Which One Is Right for You?
Tax now or tax later? There are key differences between a traditional IRA and a Roth, and the timing of your tax break is one. Learn whether these IRAs may help fulfill your financial goals.
Why You Shouldn’t Align Your Investments with Your Politics
Here’s why mixing investments with politics doesn’t work.
Do You Have to Pay Taxes on Property or Monetary Gifts?
Thinking about gifting money or property to your loved ones this year? Consider how doing so may affect your taxes.
