Key Takeaways: This year, eligible employees can save even more for retirement as part of a change within the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, also known as the super catch-up 401(k) contribution. Learn more aboutREAD MORE
Retirement, Retirees
On Jan. 5th, President Biden signed the Social Security Fairness Act into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The historic bipartisan legislation will significantly benefit eligible public sector retirees — such as firefighters, teachers,READ MORE
Filing a homeowners insurance claim is an important decision. While insurance is designed to protect you financially in times of need, not every incident warrants a claim. Understanding when to file can save you money, preserve your claims history, andREAD MORE
I can state from first-hand experience that taking over your parents’ finances can be a challenging and sensitive process. As parents age, they may need help managing their money and bills. This can be especially true if cognitive impairment occurs.READ MORE
Living in a high-tax state like California can bring unique challenges. Engaging in proactive planning will ensure your financial well-being for years to come. As the year draws to a close, here are some top year-end strategies that can helpREAD MORE