February 25, 2019

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

January 14, 2019

As we head into 2019, now is a great time to take a look at your contributions towards any major savings goals and consider what your options might be for increasing those contributions. With many Americans behind in their quest to save for retirement, it's never to late to take the time to examine your budget and see if you can save a li...

October 1, 2018

California is a wonderful and expensive place to live. It has incredible beauty, amazing weather, and some of the highest tax rates in the country. And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher. If you are one of the thousands of retirees considering whether to leave the s...

September 24, 2018

One of the most important components of preparing for retirement is a consistent saving strategy. While the journey can be daunting at times, if you attack it in bite-size pieces, it is amazing how much can build over time. Here are a couple steps you can take in order of priority.

Don’t leave money on the table

Always at a minimum, contrib...

August 27, 2018

Several weeks ago we wrote an article outlining the basics of healthcare costs.  This week we continue our conversation with strategies for health insurance during retirement.  Since many Americans also get their health insurance through their employer, it can be difficult to leave both a paycheck and health insurance coverage.  Although...

Please reload

Request a Meeting
Recent Posts
Please reload

Featured Posts