Our Blog

The recently passed Proposition 19 has major implications for property taxes and beneficiaries.

What does the Democratic Georgia election win mean for President Biden’s agenda and how might it affect taxpayers?

If you recently inherited money you are probably wondering what your next steps are? Find out if your inheritance is taxable in the state of California!

An overview of Biden’s tax plan and how it may affect your taxes in 2021 and beyond.

Not sure what to do with inheritance money? From small to large inheritances, learn the basics about how inheritances work and what you should do with them.

Looking to buy a new home, investment property, or a car? Here’s why that might not be the best idea.

Teaching your children or grandchildren how to be financially responsible can help eliminate future stress, debt, and hardships. Read our tips here.

Thinking about hiring a financial advisor? Whether it’s for one time or full-time, find out when and why you should hire a financial advisor. Learn more.

Is early retirement your goal? Learn what it takes to retire early with enough savings, and what you can be doing now to set yourself up for success.

Looking to retire in a pandemic? Planning for retirement, even in a time of disruption, doesn’t have to be scary. Read on to learn more.

Need information that can help you make rational financial decisions in this time of mounting uncertainty? Join us for our next webinar on September 15, 2020.

We believe in the power of long-term relationships with our clients, which is why we’re so thrilled when our clients become an advocate on our behalf.