This summary from the Strategic Investment Conference explores how economic data, policy shifts, and inflation trends are influencing investor outcomes—and how they could impact your portfolio strategy in the months ahead. Read More >

Caught between caring for aging parents and raising children? You’re not alone. Discover five strategies to ease the financial strain of multigenerational caregiving—while keeping your own retirement on track. Read More >

Being named a successor trustee comes with important responsibilities—and often, a lot of questions. This article explains what happens when a trust becomes irrevocable and outlines the first steps to take after the original trustee passes away. Read More >

A sweeping new U.S. tariff strategy is reshaping global trade—and market volatility has followed. In this piece, we explore the implications for investors, how the Federal Reserve may respond, and where opportunities could emerge amid today’s uncertainty. Read More >

Selecting a financial advisor is one of the most important decisions you’ll make for your future. Yet, many investors don’t realize that not all advisors follow the same ethical and professional standards. Read More >

With long-term care costs climbing in California, planning ahead is essential. This article covers key Medi-Cal eligibility rules and recovery policies, plus private strategies for those who exceed Medi-Cal limits or want to preserve assets. Read More >

In this article, we explore key factors to consider before making your next big move. Careful planning can help you avoid financial missteps and ensure that your new destination not only supports the lifestyle you envision, but your overall needs in retirement. Read More >

Relocating for a new job or embracing the digital nomad lifestyle? Leaving California doesn’t always mean leaving its taxes behind. Learn how residency audits, capital gains taxes, and deferred income rules could impact your move—and how to protect your wealth. Read more >

For retirees who rely on fixed incomes or investment portfolios, understanding the latest inflation trends and adjusting their financial plans is crucial. In this article we take a closer look at what’s driving inflation, how it factors into Federal Reserve policy, and, most importantly, how retirees can better prepare for the months and years ahead. Read More >

If there’s one constant on Wall Street, it’s that uncertainty never really goes away—and 2025 looks poised to deliver a heavier dose of it. In this article we dig into why we’re bracing for higher market volatility and, more importantly, how you can keep your financial plan and investment strategy on track amidst the ups and downs. Read More >

Like a photograph, a financial plan captures a snapshot of your life at a specific moment in time. It’s an important starting point that can help determine whether you’re on the right path toward achieving your goals. But as life moves forward, so do your goals, circumstances, and opportunities. That’s where financial planning comes in. Read More >

As you prepare for the year ahead, consider how you can integrate both personal and charitable goals into your planning. Together, they can help you make 2025 a year of growth, gratitude, and giving. Read More >

The SECURE 2.0 Act, signed into law in late 2022, introduces several key updates to retirement savings plans taking effect in 2025. Here's what you should know about the major changes to 401(k)s, IRAs, and other retirement accounts… Read More >

During his campaign, Donald Trump promised to end taxes on Social Security benefits. This would seem like a welcome relief those who have enough other income which would result in federal income tax on 85% of SS retirement benefits. But when you consider the impact on the Social Security trust fund, the proposal may not be so great. Read More >

When planning your estate, it’s crucial to determine the best way to pass on your retirement assets, such as IRAs or 401(k)s, to your beneficiaries. Understanding your options and the benefits, risks, and tax implications of each is essential for making an informed decision. Read More >

Significant changes to Social Security, Medicare and taxes are set to take effect in 2025 and as the presidential election approaches, it’s crucial for retirees to grasp these developments and how each candidate's proposals may impact these vital programs and their overall retirement strategies. Read More >

For many retirees, home equity represents one of their most valuable financial assets. Tapping into this wealth efficiently can provide liquidity, supplement income, and help fund lifestyle changes, including relocation. Read More >

As we move into fall, it’s the perfect time for a financial check-up. In this article, we cover essential year-end steps to evaluate your investments, manage taxes, and ensure your financial plan is on track for a secure and prosperous retirement. Read More >

Phishing scams have become increasingly prevalent and sophisticated, making them one of the most dangerous threats to your financial security. In this article we outline proactive steps you can take to protect yourself online.  Read More >

In this article, we explore how eligible rental property owners can benefit from the Qualified Business Income (QBI) deduction, which allows them to deduct up to 20% of their rental income. Discover the specific criteria to determine if you can take advantage of this valuable tax-saving opportunity. Read More >

In this article we outline six key areas to consider during your mid-year financial review. Conducting these regular reviews is crucial—not only to celebrate your progress, but also to adjust your course in response to life’s changes and economic shifts. Read More >