Category: Taxes

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

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

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…

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

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…

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

How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego …

If you are nearing retirement, or are already retired, chances are pretty good that you are keeping a close eye on your portfolio. Retirement…

While there are many financial services and investment strategies to consider while you are young, estate planning is an important step that you should…