The new year is almost here. Have you considered your financial resolutions for 2021? Whatever your current situation, you can benefit from improving your spending and saving habits. Now is the perfect time to begin mapping out your...
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On June 1st, we kicked off summer with our annual Summer Fiesta. As always, our clients had a great time and enjoyed the delicious food and drinks at El Cholo Cafe in Pasadena. Many of our clients also walked away with a few prizes...
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College can seem costly, but with an early start and prudent planning, it can be reasonably affordable. Here are some options to start saving for your child's college costs right now. The amount you'll need to save depends on the...
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How well diversified is your retirement portfolio? If you're considering adding real estate to the mix, here are some things you should know. Financial professionals may advise suitable clients to diversify their retirement portfolios...
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Take tax losses on your positions. Your investment portfolio probably has one or more poor performers. You may wish to sell losing positions to realize the losses and offset them against your capital gains. You can deduct up to $3,000...
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It might seem tempting to pocket the $100, $200, $300, or more that your employer deducts monthly from your paycheck for your health insurance. But a sudden injury or illness can devastate your finances for years to come. Employee...
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The holidays are quickly approaching. Consider celebrating the season by gifting savings investments to your young loved ones. Cash and investment securities are always a welcome gift, especially when the purpose is as well defined as...
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The European Union's General Data Protection Regulation (GDPR) has significant impact for those doing business internationally. Are you prepared? In May 2018, the GDPR went live, providing one set of personal data protection rules for...
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