April 15, 2026
Spring 2026 Financial Newsletter
Advisory services offered through Albitz/Miloe & Associates, Inc. (A/M), a Registered Investment Adviser. Securities offered through Cetera Wealth Services, LLC (doing business in CA as CFGAN Insurance Agency LLC, CA Insurance License #0644976), member FINRA/SIPC. Advisory Services are also offered through Cetera Investment Advisers, LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated within this newsletter are those solely of A/M and should not be construed as investment, tax, or legal advice. All information is believed to be from reliable sources, but there is no guarantee as to its completeness or accuracy. For specific professional assistance, the services of the appropriate professional should be sought. Neither Cetera nor any of its representatives may give legal or tax advice.
Insights
Enjoy access to our continuously updated library of insights and educational resources.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running
Retirement Doesn’t End Your Paycheck. Here’s How to Build Your Own.
For forty years, a paycheck showed up every two weeks. When you retire, the paycheck doesn’t have to end, but you have to build the new one yourself. This article covers how we do that, and why it can feel harder than people expect. Two kinds of security While you’re working, your
Taxes, Taxes, Taxes
Income and Payroll Taxes Have you ever looked deeper into all the taxes you pay? While tax discussions typically focus on the major players of Federal and State income tax, looking deeper can be eye opening. Since rates can vary by income, let’s consider an individual in CA making $100,000 per year.
