.
Think California inheritance tax is going to take a bite out of what you inherit? Here’s the surprising truth: California doesn’t have an inheritance tax. But don’t relax just yet. Federal estate taxes, property tax…
Continue Reading
.
Most people assume the California estate tax is just another cost of living in the Golden State. But here’s the surprise: California doesn’t currently have a state-level estate tax. Sounds like good news, right? Not…
Continue Reading
.
In this article, I’m sharing step-by-step how to freeze your credit. I’m also answering common questions such as: What is a credit freeze Why freeze your credit How do you unfreeze your credit With data…
Continue Reading
.
In this article, I share seven San Diego Financial Advisors to consider in 2025. I also provide dozens of free resources to help local retirement savers find a qualified professional. So, if you need help…
Continue Reading
.
Recently, a new client visited our office. He had a good problem: he had saved too much money! With most of his money in a traditional IRA account, he was worried about the taxes. He came to…
Continue Reading
.
Why is cybersecurity so important? The internet is fraught with scammers and rip-offs. And since our entire lives live online, it’s more important than ever to learn how to protect yourself. Cybersecurity 101: Use Complex…
Continue Reading
.
Today I’m explaining annuitization and what it means to annuitize a policy. Contrary to what many people think, annuities and annuitization are not the same. And confusing them can cause BIG problems for your retirement…
Continue Reading
.
Today I’m sharing where to put your money now (and in what order!). Following this step-by-step guide can lead to massive tax savings over your lifetime. It can also help protect you when the markets…
Continue Reading