Entries by Cary Facer

Less SALT for Taxpayers to Subtract

Less SALT for Taxpayers to Subtract What does the new federal cap on state and local tax deductions mean for you? Have you routinely itemized your federal tax deductions? In 2018, you may decide to take the standard deduction instead. One possible reason: the new limit on state and local tax deductions set by the federal […]

Tax Deductions Gone in 2018

Tax Deductions Gone in 2018 What standbys did tax reforms eliminate? Provided by Aileen Danley, CFP®, MBA Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Early drafts of H.R. 1 left […]

12 Keys To Retiring From SCE With Confidence

Retirement is coming soon, and you know you should be excited. But some of us have so many questions and concerns about retirement that we’re more nervous than anything else. We understand. At Warren Street Wealth Advisors, we’ve helped hundreds of Southern California Edison retirees navigate this crucial but confusing time. In the process, we’ve learned […]

At Last, a Greek Debt Deal

A look at the winners, losers & terms.  Provided by Warren Street Wealth Advisors   It looks like Greece will stay in the euro. After eurozone finance ministers pulled an all-nighter, negotiating for 17 hours into early Monday morning, the government of the beleaguered nation accepted the latest bailout terms offered by its creditors. The […]

Quarterly Review 2Q 2015

A review of 2Q 2015 THE QUARTER IN BRIEF A 2.10% June retreat left the S&P 500 down 0.23% for Q2 2015, putting an end to its 9-quarter winning streak. The quarter’s biggest economic events occurred in late June – Greece defaulted on its debt, the commonwealth of Puerto Rico said a default was imminent, […]