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, 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…

Asset Protection

Perform a Mid Year Review of Your Investment Portfolio for Greater Success by Years End

BY Admin | July 26, 2021

How do investors plan? While nobody can predict the future, investors should know what to expect in terms of uncertainty and seasonal effects affecting the global market over the next six months. Smart investors should perform a semi-annual examination of their holdings to ensure their portfolio is still performing according to your priorities. So before…

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