First-Ever Wealth Tax Proposed in California: What California Residents Need to Know
Californians may experience the country's first-ever wealth tax. Here's what you need to know right away about this proposed bill.
What Could Election Results Mean For Your Future Estate Taxes?
The 2020 presidential election results could have a profound impact on your estate and gift tax obligations moving forward. Here's what you need to know at year-end and beyond.
Retirement Planning For Teachers & Educators: A Guide
If you're an educator, take some time to review your 403(b) retirement plan while there's still time to strategize and save. Plus consider a note of caution on how you get your advice.
Stock Splits Have Made Headlines This Year, But What Exactly Are They?
Apple, Tesla & McCormick all have one thing in common – they announced stock splits this year. Should you take advantage of these more affordable shares? Here are 3 things consider, plus if you should own shares within Non-IRA, IRA, or Roth IRA.
Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
Presidential Elections & The Stock Market: Is There a Correlation?
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
