Don’t forget your umbrella
Q: What do you know about umbrella insurance policies? I just bought my first house and my insurance agent is telling me...
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What’s up with inflation?
Q: I’ve read several articles recently about the possibility of rising inflation. Some suggest that current economic...
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Can I trust my advisor?
Q: I’ve been working with the same financial advisor for the past several years. My performance wasn’t very good last...
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To roll, or not to roll
Q: I am getting close to retirement and I am thinking about what to do with my balance in my company’s 401k plan. Some...
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Small and simple things
A recent story in the Sacramento Bee reminded me of the importance of the “small and simple” things when it comes to...
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Avoiding the Grinch: gift tax exclusions
Q: I have been making some gifts to my children and grandchildren and my accountant keeps warning me about gift taxes...
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Dealing with market bubbles
Q: I am feeling more and more concerned about the stock market. The economy continues to struggle because of the...
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Will you have enough to retire?
The other day I had an interesting conversation with an old friend. My ears perked up when he told me he was taking a...
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Solving your own student loan crisis
There has been a lot of talk in recent years about the growing student loan crisis and with good cause. According the...
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Is your trust a good IRA beneficiary?
Q: I recently created a living trust as part of my estate plan. Should I name my living trust as the beneficiary of my...
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Confessions of a Bull Market Genius
I have yet to find anyone on Wall Street, Main Street or any of the side streets who wasn’t surprised by the power of...
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Proposition 19 winners and losers
Last November, California voters narrowly approved Proposition 19. According to many real estate experts, Prop 19 is the...
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