Personal Finance
It takes courage to juggle. “As I’ve grown older, I’ve come to see life as a game of juggling—except instead of balls, it’s…
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The Trump administration is abolishing the office that manages and coordinates most federal…
If you want to retire in or to California, you may wonder how…
The description of facts here is based on a real case. We addressed…
I love helping my clients maximize their tax-free retirement income streams. Converting a…
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One of my favorite books is “Tuesdays with Morrie: An Old Man, A Young Man, and Life’s Greatest Lesson by Mitch…
Start your kids on the right financial foot by saving for retirement early with a Roth IRA. If your child has…
Medicare Part B provides essential medical insurance, covering outpatient care and preventive services. But while paying the monthly premium—$185 in 2025—is…
Economic policy uncertainty has surged since Donald Trump’s election. This can be bad, not just for the stock market, but also…
Despite President Trump’s repeated promises that “we’re not touching Social Security, other than to make it more efficient,” it appears his…
Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created, the…