Warren Street Sits Down with Partner Genene Dunn At Warren Street, we want to ensure we are continuing our education to give our clients a financial edge. This applies to all aspects of their overall financial picture. We recently had the opportunity to sit down with one of the partners of the law firm Hunsberger […]
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 […]
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 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 […]
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 […]
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 […]
If you followed along with us last year, you may remember our Rate Watch 2017 articles where we tracked the interest rate used for the Southern California Edison grandfathered pension. Rate Watch 2017 – August Rate Watch 2017 – July Rate Watch 2017 – June Rate Watch 2017 – May Since our last Rate Watch […]
Tax Deductions Gone in 2018 What standbys did tax reforms eliminate? 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 only two itemized deductions in the […]