taxes

How Does The Gift Tax Work?

So you’re thinking about giving a family member some money to help with a down payment on a home. Or…

12 months ago

How to Make the Most of a Health Savings Account (HSA) in 2023

Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account…

1 year ago

Tax Loss Harvesting Your Portfolio For The Win

No one ever sets out to invest money and have it end up as a loss, but over time, most…

2 years ago

Best Places to Retire? Retirees on the Move!

Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s…

3 years ago

Thinking of Downsizing? What Proposition 19 Means To You.

Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in…

3 years ago

The CARES Act Explained

Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and…

4 years ago

Retiring on State Lines with Financial Freedom

Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life?  Once a year…

4 years ago

Late in Life Career Changes: Second Acts for Older Adults

Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…

7 years ago

Statement Shock-Perception Risk

U.S. stocks are cresting to all-time highs, almost daily.  These are the times when investors look forward to opening their…

7 years ago

New FAFSA Deadlines Help College Financial Aid Application Process

Applying for financial aid for college is becoming less stressful after President Obama changed the earliest FAFSA filing date from…

8 years ago