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Tax Strategies.

IRS To Retirees: Check Your Withholding Now Or Run The Risk Of Tax Penalties

October 30th, 2018

Tax time is fast approaching. If you’re a pensioner or retiree, you may be in for a big tax surprise if you didn’t review and adjust your withholding’s earlier in the year. The tax code underwent a major overhaul because of a new tax law enacted by Congress in December 2017 (ie: Tax Reform). Some […]

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Six Changes to Social Security in 2018

April 9th, 2018

There are no radical changes to social security in 2018. There are, however, some minor amendments to the existing rules. Here are some of the changes that are taking place: Full Retirement Age Increases The full retirement age for social security benefits for Americans born before 1954 remains at 66 years while those born after […]

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Top 4 Reasons To Avoid Probate

November 14th, 2017

Many people have been told to avoid probate. But what exactly does that mean? And how do you keep your heirs from having to go through probate? Probate is a legal process for transferring assets to the heirs. According to LegalZoom, probate costs American families about $2 billion a year (more than $1 billion of […]

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3 Ways to Avoid Probate in the Golden State

October 30th, 2017

Setting up an estate plan ensures that your wishes are followed and that your heirs are taken care of after your passing. Save your family from hassle and unnecessary legal fees by taking steps to protect your estate. Unless you’re an attorney, there’s nothing good about probate. Briefly, probate is a legal process where the […]

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Powers of Attorney

June 3rd, 2016

Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it?  How would you ensure your interests when you aren’t there to protect them yourself, such as being stuck out of the country, incapacitated, or unable […]

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Joint Tenancy Vs. Tenants In Common

June 3rd, 2016

Whether it be purchasing real estate whether it be a new property, or house for your family, it usually isn’t done alone. There are several ways of doing this; here are the most common. Joint tenancy and tenants in common, both of these are words used to describe methods of buying and owning property. However […]

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Hanging On, But For How Long?

January 22nd, 2016

The economy is frightening on a nationwide and global scale. So far 2016 has not been very fiscally promising, and unfortunately there is not much light showing at the end of this tunnel. There are a multitude of problems effecting the global economy, such as the crash of China’s market and the end of the […]

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Bubble Or Not?

January 18th, 2016

Many people are wondering whether the toppling of China’s market is a sign of another bubble slowly readying to pop. Many analysts when referring to the Chinese economy will admit that China created their own problems with overbuilding and other internal matters; very few will admit to anything other than a soft landing for the […]

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New Year, New Problems

January 6th, 2016

Its not how you start but how you finish, however that philosophy did not hold well for the start of the 2016 stock market. In fact, this year has been predicted to be the worst year for stocks since 1931.   This was seen immediately in the Chinese market, which ended mainland trading before the […]

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Holiday Economy

December 31st, 2015

The holidays are a great time of the year for everybody, well except for those who have to work on them that is. This year the holidays proved to be more interesting than anything when speaking in concerns of the market and the American economy. With usual numbers changing, and usually high numbers falling there […]

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