Blog
Qualified Charitable Distributions
A Qualified Charitable Distribution (QCD) is a tax-efficient way for IRA owners aged 70 1/2+ to donate up to $100,000 annually to charity. Consult with a financial advisor to learn more. #charitablegiving #taxplanning
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Mega Backdoor Roth IRA – Is It Right For Me?
Learn how to supercharge your Roth savings? A Mega Backdoor Roth strategy could give you the ability to stash away $43,500 per year into a Roth.
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A Financial Coach Is a Lot Like a Personal Trainer. Let Us Explain.
A personal trainer inspires, motivates, and guides their clientele to success. They help you set and achieve goals and keep you accountable. A financial coach does the same thing, but for your finances.
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Trick Yourself into Building Wealth
About 10 years ago, a colleague of mine saw that I tracked every dollar I spent out of my checking account. She teased me about my $5 bagel. Not what I paid for it, but rather that I took the time to track it on a spreadsheet. I...
Read MoreSocial Security Ex Spouse Widow's Benefit
Last week we had an interesting question come our way regarding Social Security. There is often fear around making the wrong decision regarding financial matters. We wanted to share this with you as our firm's mission is to help our...
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7 Things to Look for in a Financial Planner
A financial planner’s job is to help you figure out where you stand financially, and to design a cost-effective plan to meet your goals. However, anyone may call themselves a financial planner these days. It is important to be...
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Preparing for Your Company’s IPO
Finally, all of the hard work has paid off. Your organization has a bright future in making the next big step in its journey, and it can be yours too. As we have seen with many startup employees, going public will surely change your...
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Small Company Mandate in CA: Retirement Savings Plan
Over the last decade, the California legislature has been pushing to solve the growing problem of retirement insecurity among private sector workers in the state. The CalSavers Retirement Savings Board was established with the goal to...
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Give Yourself the Opportunity to Take Risk
Lately, it seems like everyone is a stock picker. There is a buzz in the air of excitement, greed, and opportunity. We recognize that you must take some degree of risk to have the opportunity for reward. Take these steps first....
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