How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
The American Rescue Plan of 2021
President Biden announced The American Rescue Plan of 2021 in January and signed it into law on March 11th in response to those affected by the COVID-19 crisis. This includes support for individuals, small businesses, state and local governments, schools, industries...
Important Dates and Limits for 2021
Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”? January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...
21 Things To Consider In 2021
1. Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2020, these forms may need to be updated. What better way to start the new year than with a new...
Will California Proposition 19 Affect You?
In the November Election, California Proposition 19 was voted on and approved. The Proposition goes into effect on February 16, 2021 and will change the rules for some tax assessment transfers after this deadline. From the perspective of the taxpayer, there is...
2020 Annual Letter from Brad
This time of the year often brings nostalgia as I prepare for holiday celebrations with family and friends and reminisce about events over the past year. It also gets me thinking forward to my goals and aspirations for the new year. Feeling nostalgic and celebratory...