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...
Dec 3, 2020 | Financial Planning, Taxes
As we are quickly approaching the end of the year, I find myself reflecting on the many things I am thankful for. Family, friends, health, and the ability to do meaningful work for wonderful clients to help them create peace around the issue of money are top of mind....
Oct 15, 2020 | Financial Planning, Questions & Answers
Football, pumpkins, crisp morning air and shorter days are all a sign of a new season. Fall is my favorite time of year and, although it may feel a bit different because of our current world health crisis, I’m going to do my best to enjoy as much of this season...
