2017 promises to be a very interesting year. What will the Donald Trump presidency and the Republican majority in Congress mean for your taxes and your investments? No one can say for sure. But that’s why it’s so important toREAD MORE
Author: Jon Beyrer
This is the time of year Social Security recipients find out how much their retirement benefits will increase (or not increase), and also how much next year’s Medicare Part B premiums will increase. Based on recent experience, Social Security benefitsREAD MORE
During a long drive through the beautiful Sierra Nevada mountains it occurred to me that while most of the trip may be long stretches on the same road, missing a planned exit for a different direction can derail your wholeREAD MORE
Being an executor or trustee for a loved one is a very important job. It also can be extremely time consuming and stressful, especially if it involves a lot of detective work and contentious dealings with survivors and heirs. ToREAD MORE
It’s no secret that Southern California homes are very expensive. Young families can face some heart wrenching decisions: Should they stretch to buy a home here, move out of the area for a home they can better afford, or putREAD MORE