From stolen mail to digital scams, threats to your financial security are everywhere. Our latest blog shares practical strategies to safeguard your personal and financial information in today’s digital world.
Tax season is around the corner, and it’s time to get prepared! Our latest blog covers everything you need to know before you file. Head over to the blog for the full rundown, and let us help you make the most of your tax situation!
Wildfires have recently devastated Southern California, highlighting the importance of being prepared for disasters. In our latest blog, we share key steps to safeguard your financial well-being, from organizing important documents to ensuring you have the right insurance. Discover how proactive planning can help you recover faster in the face of unexpected events.
Tax season is here, and we’ve got your back! Check out our latest blog for the ultimate guide on navigating the complexities of tax filing. From downloading your tax documents online to embracing e-filing and direct deposit, these top 5 tips will make your tax season a breeze.
If you’re wondering, “Should I take my Social Security early?”, this blog is for you. You’ll learn about Social Security projections, potential fixes from Congress, and considerations for taking benefits early.
Are you wondering what you should be doing during this market correction? Check out our blog post for steps to take during this current downturn.
If you are retiring early and do not qualify for Medicare just yet, use this checklist to see what other options you have for medical insurance coverage.
As school starts again and we are getting back to our routines, this may also be a good time to review the following list of estate planning essentials. This is a good checklist to scroll through at least once a year and upon any significant life changes.
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”
Last week, the SBA reopened the Paycheck Protection Program (PPP) and will begin accepting applications for “Second Draw” forgivable PPP loans. Here is a summary of the eligibility rules for Second Draw loans.