April 12, 2025
For many generations, the American Dream was defined as owning a home. When I speak with Millennials and Gen-Z today, they have a different definition.
March 29, 2025
Do you have a home office? If so, you may be missing out on significant tax savings... If you use part of your home "exclusively and regularly" for conducting business, you may be able to deduct expenses such as rent, insurance, utilities, and fees.
March 22, 2025
97% of Mutual Funds Underperform
Traditional financial advisors will help you with investments, but little else. Have you considered how many financial decisions you will make in the next 5 years? Your life, as well as your finances, are going to look very different in the future.
March 15, 2025
Your credit score is a numerical representation of your creditworthiness, and it plays a crucial role in your financial life. A good credit score can help you qualify for loans at lower interest rates, save money on insurance, and get approved for apartments.
March 8, 2025
California LLC Annual Tax Due 4/15
Every LLC that is doing business or organized in California must pay an annual tax of $800. The LLC Annual Tax is not the same thing as your California income tax. This is in addition to income tax payments and your quarterly income tax withholding.
March 1, 2025
How To Diversify An Equity Portfolio
We have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.