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We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

Thoughts Around the Infrastructure Proposal

Thoughts Around the Infrastructure Proposal April 9, 2021 Last week, President Biden announced a $2 trillion infrastructure and green energy proposal as part of the American Jobs Plan. This package includes new spending on transport infrastructure, manufacturing, R&D, housing and elderly care. This spending is anticipated to be spread over eight years and paid for [...]

April 9th, 2021|

The Inflation Genie

March 11, 2021 The Inflation Genie Phil Albitz, CFP® It’s March already; the days might crawl but the months and the years fly. At this time last year, the markets were in the midst of a swift and steady crash. The stock market dropped 35% in a matter of weeks. Now, a year later, the stock market is [...]

March 11th, 2021|

Last Minute Tax Planning for 2020

March 10, 2021 Last Minute Tax Planning for 2020 By Clete Albitz, CFP® With the 2020 tax filing deadline approaching, here are some post year-end tax planning strategies you may still be able to use and apply to your 2020 tax return.  Retirement Contributions  If you have not yet funded an IRA or Roth IRA for [...]

March 11th, 2021|

Downsizing in Retirement

March 11, 2021 Downsizing in Retirement By Sylvia Salguero, Financial Advisor As you get older and closer to retirement, you start to re-evaluate what is the highest priority at this stage in life.  Health and family are much more important than a larger home with a big backyard and a pool.  Are you at the stage [...]

March 11th, 2021|

Prop 19

March 2, 2021 Prop 19 By Paul Miloe, Financial Advisor *Updated* - Over 55 and Entering Escrow in California - Be Wary of Prop 19 While the portion of Prop 19 covering family transfers became effective Feb. 15th, the portion that allows a value transfer on a principal residence for anyone age 55+ (or disabled), [...]

March 2nd, 2021|
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