The stock market has become increasingly jittery, with the S&P 500 experiencing its first 5% pullback of the year. The possibility that the Fed could delay its first rate cut, the decline of technological and artificial intelligence stocks, and tensions in the Middle East have
California’s implementation of SB951, removing the cap on State Disability Insurance (SDI), marks a significant shift in tax obligations for high-income earners. This legislative change is twofold: not only has the cap on SDI been eliminated, allowing the tax to apply to all earned income,
There’s more to a retirement plan than ensuring you’ve saved enough to stop working. Thinking about how to strategically withdraw from that savings is just as important as focusing on your growing nest egg number. A sound withdrawal strategy can make your money last longer,
In the world of finance, legacy planning isn’t just about numbers; it’s about preserving a story. For our clients, navigating the estate planning maze with their family values in mind can be a powerful way to honor and continue their spouse’s legacy. Of course, this
When navigating widowhood, thinking about your future financial well-being may be stressful. Even if you feel confident with the funds you currently have, or were left to you when your spouse passed away, you may still have many different questions keeping you up at night:
Are you worried about your parents as they age? Maybe you suspect they are becoming less capable of handling their finances independently? You’ve possibly even thought about saying something to them but are worried about how they will respond. If so, you aren’t alone. It’s
Are you getting ready to take a summer vacation? If you plan to travel, did you know you may not have the same health coverage while away? People enrolled in Medicare might want to take another look at their policy to ensure they’re still covered
You’ve heard that it’s important to create a well-diversified portfolio and know that it is a critical step in your financial plan, but what does a diversified portfolio actually look like? To create one, you need to know what that means and practical steps for
In response to higher inflation and expected rate hikes by the Fed (to offset the increased levels of inflation), markets have been moving down recently. In the U.S., we are now officially in a market correction as measured by the S&P 500. The standard measure
A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are transferred to your intended beneficiaries when you pass. They can provide an efficient means of settling your estate, managing your assets, and reducing taxes. What