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…
Shield Your Wealth: Effective Asset Protection Strategies to Use in 2017
BY Admin | February 22, 2017Society today is litigious. Even the smallest mistake or oversight can trigger a lawsuit, whether you run a business, own real estate, or simply drive a car. One poor investment or business relationship can also result in creditors knocking at your door. Failing to have adequate insurance coverage or an insurance denial letter may also…
Expert Interview Series: Matthew R. Etzler of Etzler Financial Advisors About Effective Wealth Management With the Goal of a Worry-Free Retirement
BY Admin | January 23, 2017Matthew R. Etzler is an independent fiduciary advisor that helps people make smart decisions to live a more meaningful life and avoid costly mistakes along the way. We had a chance to speak with Matthew about the importance of financial planning and its role in helping Americans retire comfortably. Tell us a bit about your background.…
End of Year Estate Planning Strategies
BY Admin | December 28, 2016Tax and estate planning should not be a one-time process. Instead, you should take some time each year to ensure that your assets are protected, and the potential for estate taxes is minimal. Unfortunately, many people do not consider how leaving assets to their loved ones will affect them from a tax standpoint, so you…
Expert Interview Series: Cary Carbonaro, Author of The Money Queen Guide, About Financial Literacy and Wealth and Asset Management for Women
BY Admin | December 22, 2016Cary Carbonaro, CFP® MBA, is an award-winning, nationally-known personal finance expert, the managing director of United Capital, a dynamic keynote speaker, a CFP Ambassador, and the author of the best-selling Money Queen Guide. We had a chance to chat with Cary about financial literacy challenges that women face and how to overcome them. Tell us a…
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