In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower living costs, and…

We are excited to announce that we’ve been nominated for the “Best of Oakland Magazine” awards in the ‘Best Financial Planner’ category. If…

Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another summer season, and…

We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI), our use and…

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration of the marriage…

One benefit often available to employees of publicly-traded companies that is frequently overlooked or under utilized, is to have access to what are…

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for the coming year. …

As we come to the end of another calendar year, many people who are fortunate enough to have the ability to give to…

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property, the amount subject…

Inflation and interest rates… Interest rates and inflation.  Anywhere you look or listen these days, you seem to see or hear the same…