Category: Taxes
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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
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
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
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 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-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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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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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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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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