California recently joined several other states by enacting a legal workaround for the $10,000 limitation on state and local tax (SALT) deductions.1 This $10,000 limit was part of the Tax Cuts and Jobs Act of 2017 and had a major impact on taxpayers in states with high tax rates and incomes to match.2 But with […]
Financial Planning at Every Age
In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic. Knowing where your money is going and making sure you’re adequately funding your future […]
Can You Spot the Scam? Common Financial Fraud Warning Signs
Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today’s scammers are clever at making their offers seem legitimate. How can you spot scams before they happen? We discuss the […]
Your 2021 Year-End Planning Checklist
It may be easy to forget we’re nearing the end of the year. Even during the busy end of year rush, it’s a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline your 2022 budget? Below, we discuss three year-end planning […]
The ABC’s of Estate Planning
There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition of assets upon your death can provide benefits to all the parties involved. The greatest benefit may be […]
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