Real State

New Law Brings Great Relief for Californians

BY Admin | March 1, 2021 After years of having homestead laws that were supposed to protect the homeowner, the state of California has finally decided to play the game with the right game piece. State homestead exemptions give protection, up to a certain dollar amount, to a debtor, to protect a home and its equity from seizure by a judgment…
Finances, Insurance, Tax Planning

Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings

BY Admin | August 3, 2021

By Harold Goldman Women now makeup nearly half of the workforce and are a more central part of a family’s income than ever, yet they are also consistently under-covered and under-funded when it comes to life insurance. According to a 2013 Pew research study, women are increasingly the primary breadwinners among American families. Four (4) in ten (10) American households…

Finances, Tax Planning, Wealth Management

Expert Interview Series: Phillip Christenson of Phillip James Financial About Retirement Financial Planning

BY Admin | July 27, 2021

Phillip Christenson is a financial advisor and portfolio manager for Phillip James Financial, an independent fee-only financial planning company in Plymouth, Minnesota. He works personally with clients on wealth management issues and was recently named one of the Top 100 Financial Advisors by Investopedia. We had a chance to sit down with Phillip to hear his…

Tax Planning

Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan!

BY Admin | July 27, 2021

By Scott Estill, J.D. Not all tax tips are applicable to all taxpayers. Please consult with your tax adviser/professional to see if these tips may work for you. Tip #14: Tax Increase in 2018 for Small Corporations and Just a Few Days to Plan! The very recent passage of the Tax Cuts and Jobs Act…

Finances, Insurance

Get Smart About Insurance: Filling the Gap and Trimming the Fat

BY Admin | July 26, 2021

We’ve all seen those cheeky Farmers Insurance commercials – “You thought you were covered for this [huge pool], when you were really only covered for this [teenie pond] or how you figured you’re covered for this [family car], but you’re actually paying for this [luxury sports car]…”, but they’re right, do you know what is…

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