Leaving California
The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey...
Read More
Why can’t I keep up with the market?
Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...
Read More
Getting out early
Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at...
Read More
Get tax-smart with reverse rollovers
A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...
Read More
Watch out for IRA prohibited transactions
When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...
Read More
Take care when you name beneficiaries
Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...
Read More
Financial Planning for End of Life
Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do...
Read More
Is Long-term Care Insurance Worth It ?
I believe it was Bette Davis who said, “Old age ain’t no place for sissies.” I was reminded of this recently as I...
Read More
Getting started
Q: I recently got married and started a new job and I have decided it is time to start thinking about the future. I am...
Read More
What you need to know about portability
One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next...
Read More
Family communication helps aging parents
Helping aging parents manage their financial lives can be challenging. Family dynamics and legal constraints can make...
Read More
Am I financially prepared for retirement?
Q: I am 67 years old and I am finally getting ready to retire. I have been pretty good about saving money in my IRA and...
Read More
