Apr 13, 2021 | Questions & Answers, Taxes
As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: If you have any questions about this topic or any other related...
Apr 8, 2021 | Economy & Markets, Interesting Links, Questions & Answers
President Biden announced The American Rescue Plan of 2021 in January and signed it into law on March 11th in response to those affected by the COVID-19 crisis. This includes support for individuals, small businesses, state and local governments, schools, industries...
Feb 4, 2021 | Financial Planning, Taxes
After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021. Having a good financial plan in place will help you create peace around the issue of money and that can translate...
Jan 21, 2021 | Financial Planning, Interesting Links
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”? January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...
Jan 7, 2021 | Financial Planning, Interesting Links
In the November Election, California Proposition 19 was voted on and approved. The Proposition goes into effect on February 16, 2021 and will change the rules for some tax assessment transfers after this deadline. From the perspective of the taxpayer, there is...
