Social Security can be one source of retirement income for you and your spouse. To maximize your benefits, you’ll need to make some key decisions and be aware of some common myths. • Myth 1: Always take Social Security early. You can file for Social Security benefits as early as …continue reading
Assemblywoman Sharon Quirk-Silva (D-AD65) held a community get-together at the Coffee Bean & Tea Leaf in La Palma on Saturday, January 11. She covered current hot political topics, showed herself to be well-informed, and even admitted that her office (and everybody else’s) was drowning in negative reaction to AB 5, …continue reading
Roughly 80% of Americans plan to make New Year’s resolutions for 2020, according to a new WalletHub survey. This time of year, it seems we are taken by the spirit that led Benjamin Franklin to advise: “Be always at war with your vices, at peace with your neighbors, and let …continue reading
As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday – Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can think of ways to share not only your dinner, but also your …continue reading
Our California Economy & Taxes blog provides the latest data on California’s economy and taxes, plus commentary on important trends and research. Below is a recap of our posts over the last month. Tax Collections Preliminary total collections for June were $350 million above the administration’s May estimates. Total collections …continue reading
If you were to receive a sizable inheritance, what should you do with it? This money could help you achieve some of your important financial goals – so you’ll want to think carefully about your choices. Of course, everyone’s needs are different, so there’s no one “right” way to handle …continue reading
As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you may want to get some help – from more than one source. Specifically, you might want to put together a team comprised of your financial advisor, …continue reading
International Women’s Day will be observed on March 8. Around the world, special events will celebrate the cultural, social, political and economic achievements of women. However, this last area – economic progress – is one that still causes concern, and rightfully so, because women still face gender-related challenges. How can …continue reading
Like many people, you might not particularly enjoy thinking about your estate plans, but such planning is necessary to make sure your assets go where you want them to go. And it’s just as important to regularly review your plans with your tax, legal and financial professionals in case any …continue reading