Artificial Intelligence By Phil Albitz, CFP® Hi Everybody. I hope you are enjoying the summertime and that it isn’t too hot wherever you’re at. I’m going to talk a little bit about AI - Artificial Intelligence - and one of my first experiences with AI. AI has been called [...]
Financial Considerations When Getting a Dog By Sylvia Salguero, Financial Advisor Owning a dog can be an incredibly rewarding experience. Dogs provide unconditional love, companionship, and joy, but they also come with financial responsibilities that should not be underestimated. From the initial costs to the ongoing expenses, it is essential [...]
Homeowners Insurance Woes By Paul Miloe, CRPS® While the financial markets have been on the mend in 2023, the property and homeowners insurance markets have been facing very difficult times. In states like CA and FL where there have been repeated and widespread events like wildfires, hurricanes, and flooding, homeowners seeking [...]
The Silent Generation: A Generation of Strength and Resilience (1928-1945) By Vance Albitz, CFP® In our recent Spring Newsletter, we highlighted the Baby Boomer, Gen X, Millennial, Gen Z, and Gen Alpha generations. We did this “Just So You Know” article to explain exactly what birth years are [...]
October 16, 2022 Your Digital Estate Plan By Paul Miloe, CRPS® If you have completed your traditional estate plan (Will, Trust, Directives, etc.), you’ve taken a big step for the benefit of your family. After you finalized the plan by ensuring personal assets were retitled under your Trust, confirming your beneficiaries are [...]
October 12, 2022 TD Ameritrade and Charles Schwab Merger Update By Clete Albitz, CFP® In 2019, TD Ameritrade Holding Corporation was purchased by the Charles Schwab Corporation. The merger between the two firms has created the largest investment custodian for registered investment advisors providing custody services for over $7 trillion [...]
June 06, 2022 Using Electronic Payments? Watch Out for a 1099K By Paul Miloe, CRPS® There’s a little-known tax form that has been around since 2010 that many will be surprised to see arrive for 2022 tax filing. It’s known as the 1099-K and was created to report business income [...]
December 15, 2020 A New Year's Resolution Idea By Sylvia Salguero, Financial Advisor How about making 2021 the year when you put aside all excuses you’ve used in past years and actually confront your finances? Maybe even contemplate a budget for the first time? Despite the plethora of financial literacy articles, [...]
December 15, 2020 Prop 19 – How This Will Affect CA Property Owners By Paul Miloe, CRPS® In November, CA voters passed Prop 19. This could have implications for all who own real estate and could have major effects on families with commercial buildings, vacation homes, or multi-unit buildings who seek to [...]
June 10, 2020 Helping Organizations in Need By Paul Miloe, CRPS® The effects of COVID-19 on our lives, families, friends, and financials cannot be understated. In 2020, we’ve collectively faced a situation unlike any experienced prior for decades if not generations. While we all long for advancements in science and medicine [...]
