Financial Planning

Assets Into Income

Throughout your investment life you go through two distinct phases. There’s your period of asset accumulation and growth, where you work hard and strategically plan to ensure you build your net worth and save enough for retirement. This involves constructing a thorough financial plan that takes into consideration your assets and liabilities and not only …

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Get Real With Real Estate

Real estate and housing markets go through economic cycles and those cycles are often described in terms of a buyer’s market or a seller’s market. Recently, it’s not as easy to ascertain where we are in those phases. In the Bay Area, along with most metropolitan cities on the coasts, this summer has shown signs …

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Trust Yourself

If you own property, a business and/or have had multiple marriages you should have a trust.   Benefits of a trust   A trust allows you to avoid probate and simplify the lengthy process of your heirs settling your estate. It allows you to direct to whom and where your assets are distributed after your …

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Superfund Your Superstar

As we all know, a good education is essential, yet unfortunately, these days it’s also quite expensive. One of the benefits to the new tax bill is the expansion of the expenses for which your 529 plan savings can be used. Historically, 529 plans have been only for higher education expenses such as tuition, books, …

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