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…
Get Smart About Insurance: Filling the Gap and Trimming the Fat
BY Kendal Blunck | July 26, 2021We’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…
Perform a Mid Year Review of Your Investment Portfolio for Greater Success by Years End
BY Kendal Blunck | July 26, 2021How 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…
What your Tax Advisor isn’t Telling You
BY Kendal Blunck | July 22, 2021Introduction There are a ton of things that your tax advisor might not be telling you in terms of your wealth management and financial well-being. We are going to discuss some of the possible myths that your tax advisor might not be telling you the entire truth about. Tax Planning Myths #1 – Tax Planning and…
Women Need Life Insurance Too! Protect Loved Ones and Find Tax-Advantaged Savings
BY Kendal Blunck | March 2, 2021By 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…
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