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…
Automating Your Finances for Retirement Wealth Planning
BY Admin | August 2, 2018Budgeting and keeping your financials in check is not the most enjoyable task on the planet, but it’s a necessary one nonetheless. It’s also a time-consuming process and one that can cause undue stress in your life. From making sure bills are paid on time, to ensuring enough money is in your checking account to…
Benefits of Life Insurance in Estate Planning
BY Admin | July 30, 2018Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death.To protect a business value due to the loss of key employees.For debt reduction.…
Asset and Wealth Management: A Holistic Approach to Planning for Now and Later
BY Admin | July 26, 2018Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…
Wealth Management: Is a Written Financial Plan Necessary?
BY Admin | July 24, 2018Having a financial plan in place is just as important – if not more – as your actual investments and acquired wealth. Without a proper plan in place, you could potentially be leaving your assets vulnerable to being lost. While many Americans invest their money in an effort to build wealth over time, there is…
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