Financial Planning

The American Rescue Plan Act of 2021 (ARP), which was signed into law on March 11, 2021, is billed as “One of the most progressive pieces of legislation in history.” It provides a broad range of relief and support. WeREAD MORE

A common dream among private business owners is that, when they reach retirement age, the proceeds from the sale of their company will be sufficient to cover their financial future. Relying 100% on the proceeds from their business sale mayREAD MORE

Financial advisors and wealth managers are part of a very serious industry. To be entrusted with another person’s financial future is a big responsibility. The job requires advisors to study market data and attempt to make accurate projections in anREAD MORE

As COVID-19 carved its destructive path through the economy in 2020, Congress provided stimulus and relief provisions in the CARES Act. As the crisis continued, it was widely acknowledged that a second round of stimulus would be needed, and soon.READ MORE

When COVID-19 first became big news in the United States, the initial reaction caused a slowdown in the San Diego real estate market as well as many other housing markets around the country. Listings dropped and homes that were alreadyREAD MORE