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Category: Taxes


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Deficit Spending And Future Concerns

Deficit Spending & Future Concerns

June 2, 2021

Those in Washington have adopted a risky mindset regarding our fiscal policy. It now appears to be okay for our government to spend as…

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How To Change California Residency

How to Change California Residency

February 16, 2021

Are you considering moving out of California? You are not alone. An estimated 135,600 more people left the state than moved here in 2020….

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How To Manage Concentrated Stock

How To Manage Concentrated Stock

January 21, 2021

Jason DeBolt, a 39-year old software engineer currently living in Los Angeles, recently announced on Twitter that he is officially retiring from the corporate…

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The Times They Are A-changin’ – Rethink Your Capital Plan

The Times They Are A-Changin’ – Rethink Your Capital Plan

October 4, 2020

American capitalism, as we know it, has changed. And with only three months left in 2020, it is time to rethink your capital plan….

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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

July 26, 2020

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

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Three Actionable Financial Steps During Covid

Three Actionable Financial Steps During COVID-19

April 29, 2020

We are beginning to see various areas of the U.S. open their local economies amid pressure from small business owners. I don’t blame the…

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Secure Act Retirees

What is the New Secure Act?

January 29, 2020

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

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Us Missed Recession Banner

The U.S. Economy Dodged A Bullet in 2019

December 22, 2019

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

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Saavy Man Tax Loss Harvesting

Is Tax-Loss Harvesting Worth it? | The Ultimate Guide

December 5, 2019

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

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