The 1% strategy has many applications to the process of growing wealthy, from saving more money to building a business or even getting a new insurance quote. These small victories, done consistently, do add up over time.
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US Bank is in the process of converting all Union Bank checking and savings accounts, mortgages, investment accounts, and credit cards to their platform.
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I am excited to announce that Andrew is now a Shareholder Partner with Financial Alternatives.
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This blog discusses an exciting new development in the prevention of real estate fraud in San Diego County!
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Taxpayers may receive up to $7,500 as a federal tax credit for electric cars in 2022. In this blog we will discuss what the credit is, how it works, and more.
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Here is a complete guide to buying solar panels for your home in which we cover many of the commonly asked questions.
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The tragic loss of life from collapse of the Champlain Towers South in Surfside Florida should be a wake-up call to condo boards across the country. Being on a Homeowners‘ Association (HOA) board is a serious job that comes with it a high degree of responsibility. Board members need to ensure the safety of residents as well as protect themselves. Here are five things you can do to help protect yourself from personal liability while serving on a HOA Board.
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As the pandemic has spread, many small businesses have been impacted by the social distancing and stay-at-home orders. If your business has taken a hit, it’s good to know your options under the Stimulus Package. Here is a quick summary of the basics.
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February is a very opportune time when it comes to planning your cash flow. The holidays and new year have passed, but it’s not yet time when people start feeling overwhelmed by tax season. In this “in between” time, take a few moments this month and plan out your cash flows for the year.
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The biggest change to retirement savings rules in over a decade is signed into law as part of a government funding legislation put into effect in 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act will impact anyone with a 401K or IRA account.
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The best remedy for cybertheft is prevention. Time spent protecting yourself and your family is never spent in vain.
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Major custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
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Tax planning is probably your least favorite activity but you’ll thank us for it. Here are some tax planning ideas for year end 2019 - get this out of the way before the holidays
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The last thing on your mind during tax season is getting your financial documentation in order– but maybe it should be. If you’re brave enough to take a crack at it, here are some guidelines to follow.
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If you’re an estate attorney, one of the best ways to expand and strengthen your business is through a good solid partnership with an investment advisor. Yet for so many attorneys, finding one worth investing their time in is a challenging pursuit.
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Marriage is a union in many ways. You may have the emotional aspects covered, but what about making the dollars and cents work? Financial tension is a big reason that many marriages fail. Read our seven financial tips for newly married couples to hear some tips for starting off on the right foot.
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Finding the right financial advisor to partner with from a practical standpoint has been, well, a source of much frustration for many CPAs we know. So we’re putting together a sketch of how accountants who want to expand their margins, offer a higher level of service to their clients, and grow their practices through partnering with a financial advisor should go about finding the right one.
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Planning a financial life for yourself is complicated enough with competing goals such as pursuing a career, raising a family, saving for college and saving for retirement. But what about when an aging parent needs help or when an adult child moves home?
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