THE CARES ACT The following is a summary of major provisions of the Coronavirus Aid, Relief, and Economic Security “CARES” Act. The Act is a complex piece of legislation and it covers many areas; our focus will be on how it impacts individuals. We would welcome speaking to you about it and if it might […]
In many ways, I have been blessed with parents who have aged well. They both celebrated their 90th birthdays this fall and until recently have been living active and independent lives. But the time of real cognitive and physical decline is finally breaking upon them. My father was recently in a bad accident and spent […]
If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]
California gets an “F when it comes to preparing our children for the real world of money,” says a recent report by the Champlain College Center for Financial Literacy. The center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no effort […]
As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]
Many people don’t realize that a health savings account, or HSA, can be a powerful retirement savings vehicle. The reason is, from a tax perspective, the HSA is unique and offers a triple tax benefit: The money you contribute reduces your taxable income. Money within an HSA grows tax-deferred. Withdrawals are tax-free as long as […]
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