Insights & Tips

With life changing events come new financial considerations and responsibilities, as well as a multitude of questions. Whether through a divorce, the death of a spouse, inheritance or other life changing event, it’s important to have peace of mind in your decisions,READ MORE

This is probably not going to sound all that romantic. I will even admit that my Valentine’s suggestion probably is a lot more practical than most people would normally consider. There’s no jewelry involved, though a box of See’s candiesREAD MORE

On a recent weekend, some friends and I were walking our dogs in Mission Hills. A loose pit bull approached our group, charged and bit my dog. We chased it away and called animal control. Thankfully, my dog wasn’t seriouslyREAD MORE

October is a big month for income taxes, and also for retirement plans and IRAs. Here are several important October financial planning dates to remember. October 1 This is the last date to establish a Simple IRA for an existing business.READ 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