Sep
25

Property Tax Savings for California Seniors (55+)

You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]

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Mar
29

The Future is Now

posted on March 29th 2017 in LA/OC CFP Team Posts with 0 Comments

Many people focus on how much money they need to accumulate so they can stop working. The question then becomes, “How do I get there?” Most of us contribute to a 401(k) at work, but often just enough to capture any employer matching funds. Let me tell it to you straight. If you are contributing […]

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Mar
05

U.S. Stocks: Smart or Lucky?

posted on March 5th 2017 in LA/OC CFP Team Posts & Your Financial Advisor with 0 Comments

How is today like 1997? Take a look at the following graph. The top two lines are U.S. stocks, large and small. Over the past seven years, they have far and away outrun the light blue line, which shows international stocks. 2010 to 2016 Source: Russell, Standard and Poor, Morgan Stanley Capital International. Charting software […]

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Feb
17

Net Worth and Fee Only Pricing: What You Need to Know

posted on February 17th 2017 in LA/OC CFP Team Posts with 0 Comments

A version of this article originally appeared in ThinkAdvisor magazine. This is a candid, extended version of the original article that takes a more in-depth view of net worth pricing and other pricing issues in wealth management. We recommend talking with your financial advisor to discuss the best pricing structure for your situation. As an […]

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