Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 83: Common Questions
In this episode we discuss the most common questions we get asked as financial advisors. Contact us at Topel &...
Episode 82: The New FAFSA
In this episode we discuss the rollout of the new streamlined FAFSA
Employee Stock Purchase Plans (ESPPs)
One benefit often available to employees of publicly-traded companies that is frequently overlooked or under utilized, is to have access...
Retirement Plan Limits & Federal Tax-Bracket Changes for 2024
As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...
Episode 81: Five Common Investing Mistakes
In this episode we detail five common investing mistakes. Contact us at Topel & DiStasi Wealth Management.
Charitable Giving Strategies
As we come to the end of another calendar year, many people who are fortunate enough to have the ability...
Episode 80: Thankful
In this episode we discuss what we're thankful for this holiday season. Contact us at Topel & DiStasi Wealth Management.
Taxation of Home Sales
The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property,...