New Law Brings Great Relief for Californians
BY Kendal Blunck | 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…
The Hidden Retirement Cost You Can’t Ignore
BY George | September 11, 2025Most people think they have retirement covered. They plan for steady withdrawals from savings, Social Security checks, maybe a pension, and they budget for housing and health insurance premiums. But there’s one expense that can derail even the most carefully built plan: long-term care. Unlike routine healthcare, long-term care covers the assistance people need when…
Should You Add Private Assets to a 401K?
BY George | September 9, 2025When it comes to retirement planning, most people think of traditional assets: stocks, bonds, and mutual funds. These staples have powered countless retirement accounts for decades. But recently, a new question has gained momentum: should private assets be part of your 401k investing strategy? Private assets—such as private equity, venture capital, hedge funds, or direct…
Possible Tax Savings in 2026 From the One Big Beautiful Bill Act
BY George | September 7, 2025Tax laws can change overnight, and with them, the financial strategies families and business owners use to protect and grow their wealth. The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, is one of the most sweeping reforms in recent history. Beginning in 2026, its provisions could affect how Americans save,…
How to Plan Your Future If You’re Self-Employed
BY George | September 5, 2025Being self-employed offers freedom and independence, but it also comes with unique financial challenges. Without the safety nets of employer-sponsored retirement plans, health insurance, or paid time off, entrepreneurs and freelancers must build their own systems to protect their assets and secure their future. That’s why financial planning for self-employment is so critical—it provides the…
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