Entries by Cary Facer

Rate Watch 2018 – July

Rate Watch 2018 – July We are only a couple month away from the August segment rate announcement. Where could rates land for SCE grandfathered pension holders as we head into the fall? Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern […]

Rate Watch 2018 – May & June

Rate Watch 2018 – May & June Heading into the summer, what do segment rates look like and how could that impact grandfathered pension holders? Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern California Edison. If you’ve missed any of our […]

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 […]

Rate Watch 2018 – April

Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern California Edison. If you’ve missed any of our previous articles, you can find them here: Rate Watch 2018 – March Rate Watch 2018 – February Rate Watch 2018 – January Rate Watch 2017 – August […]

Welcome: Justin Rucci

Welcome Our Newest Wealth Advisor Welcome our newest Wealth Advisor, Justin Rucci, CFP®   Justin Rucci, CFP® joins Warren Street Wealth Advisors after spending 5 years at Ayco, a Goldman Sachs Company. Rucci graduated from the University at Albany, State University of New York with a degree in Finance & Economics and is a CERTIFIED FINANCIAL PLANNER™. As […]

Rate Watch 2018 – March

Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern California Edison. If you’ve missed any of our previous articles, you can find them here: Rate Watch 2018 – February Rate Watch 2018 – January Rate Watch 2017 – August Rate Watch 2017 – July The […]

Rate Watch 2018 -February

Welcome to another edition of Rate Watch as we track the interest rate that is vital to the grandfathered pension at Southern California Edison. If you’ve missed any of our previous articles, you can find them here: Rate Watch 2018 – January Rate Watch 2017 – August Rate Watch 2017 – July Rate Watch 2017 – June As our […]