Recent Posts in Financial Health A Win-Win for Everyone Posted on May 6, 2020 Written by Tabitha Hogue | Photographed by Deidre Davidson South Bay natives Joe and Rita Meistrell have been married for 48 years and love to go on adventures. From trips to Catalina Island to forays ... Read More Reversing Your Mindset Posted on Mar 5, 2020 Written by Karen Pryor Retirement. We spend years planning for it, yet it’s still surprising how quickly it arrives. Have we saved enough? How long will we be able to live on our own? What if ... Read More When Your Aging Parents Need Help Posted on Sep 18, 2019 When Your Aging Parents Need Help By Deborah Keesey, Attorney It probably wouldn’t surprise you to learn we are facing a huge demographic shift in the next 40 years. The number of Americans age ... Read More What You Need to Know Now about IRAs, RMDs and QCDs in 2019...And Why Your Timing Matters Posted on Sep 18, 2019 What You Need to Know Now about IRAs, RMDs and QCDs in 2019……And Why Your Timing Matters Written by Christian Cordoba, RFC®, CFS When you reach age 70½, required minimum ... Read More Safe And Sound Posted on Apr 25, 2019 Written by Deborah Keesey, Esq. What is the Alzheimer’s epidemic? It’s hard to believe, but every 66 seconds someone in the United States develops the disease. According to the ... Read More Trusts and Powers of Attorney: What They Are and Why You Need Them Posted on Feb 4, 2019 By Stephanie Bezner, Attorney In the past year, I have come across many people who have said they are so relieved they don’t need to worry about an estate plan anymore because the federal estate ... Read More Today's Modern Financial Family...And the Evolving Role of Women Posted on Jun 21, 2018 Today’s Modern Financial Family…And the Evolving Role of Women By Nancy Gragg, CWS Gender roles are evolving quickly in today’s day and age. No longer are lines drawn in the sand ... Read More Your Investment Strategy in Today's Global Economy Posted on May 29, 2018 Written by The Torrance Memorial Professional Advisory Council Investing your wealth seems to be as confusing as ever. The new U.S. tax law adds perhaps the most significant changes to business and ... Read More Four Common and Costly Estate Planning "Administration" Mistakes Posted on May 8, 2018 Four Common and Costly Estate Planning “Administration” Mistakes By Christian Cordoba, CFP From incapacity planning to legacy and gifting intentions, a well-constructed estate plan can be ... Read More Estate Plans Aren't Relevant Anymore, Right? Wrong! Posted on Apr 25, 2018 Estate Plans Aren’t Relevant Anymore, Right? Wrong! By Stephanie Bezner, Attorney In December, Congress passed significant tax legislation. The federal estate tax exemption was increased to ... Read More A Silent Epidemic Posted on Apr 10, 2018 A Silent Epidemic By Sylvia Thompson, CMC He never imagined it would happen to him. Fifty years ago, George started a small hardware store with his beloved wife, Lily. They struggled and sacrificed ... Read More Alzheimer's Disease, Aging and Conservatorships Posted on Feb 26, 2018 Alzheimer’s Disease, Aging and Conservatorships By Deborah Keesey, Esq. What is the Alzheimer’s epidemic? It’s hard to believe but every 66 seconds, someone in the United States ... Read More Landmark Tax Reform Bill Passes Posted on Dec 28, 2017 Landmark Tax Reform Bill Passes By Scott Donnelly, CPA The new tax reform law — commonly referred to as the Tax Cuts and Jobs Act (TCJA) — is the most significant tax legislation in ... Read More Family Matters: Multi-Generational Legacy Planning Posted on Dec 28, 2017 Family Matters: Multi-Generational Legacy Planning How do you prevent money from destroying your family? By Mark Tsujimoto, Financial Planner One of the problems facing parents, grandparents and ... Read More The Greatest Gift to Those You Love Posted on Oct 10, 2017 The Greatest Gift to Those You Love Many years ago, I had the good fortune to meet Dr. Edwin Shneidman, a renowned psychologist, esteemed thanatologist and prolific author who believed life is ... Read More Using Living Trusts to Accomplish Your Estate Planning Goals - It Isn't Just About Avoiding Probate Posted on Sep 27, 2017 Using Living Trusts to Accomplish Your Estate Planning Goals – It Isn’t Just About Avoiding Probate By Ron Miller, Licensed Professional Fiduciary You’re probably familiar with the ... Read More Preparing for a Smooth and Easy Estate Settlement After You're Gone Posted on Sep 1, 2017 Preparing for a Smooth and Easy Estate Settlement After You’re Gone by Eric Harris, Attorney Most of us don’t like thinking about our eventual death. Yet, almost all of us want to be ... Read More Estate Planning: The What and Why Posted on Apr 24, 2017 Estate Planning: The What and Why By Stephanie F. Bezner, Esq. What is an estate plan? An estate plan provides protection for your family and for your property. It directs who will receive your assets ... Read More Tips for Tax Planning in 2017 Posted on Jan 26, 2017 Tips for Tax Planning 2017 Considerations for tax planning are important throughout the entire year and not just at tax time. Under a new federal administration, 2017 may have significant tax law ... Read More Nine Commonly Overlooked Strategies to Help Preserve Your Retirement Wealth Posted on May 10, 2016 While reasonably basic to an IRA specialist, the 9 ideas below are often overlooked by consumers and many financial practitioners alike who do not specialize in IRAs. Used appropriately, these ideas ... Read More The Intersection of Economics and Investments Posted on Oct 13, 2015 “…something is out of joint.” -Judy Dench, as Queen Elizabeth in the movie Shakespeare in Love. You may be forgiven if you are thinking the same thing. Seven years after The Great ... Read More Are You A Planner? Posted on Sep 17, 2015 Americans plan. We plan everything: our schedules, careers, and work projects. How many of us have planned a wedding? How about a vacation? Your retirement? We even plan for the disposition of our ... Read More Savvy Social Security Planning for Baby Boomers Posted on Aug 21, 2015 After years of thinking of Social Security as a safety net for senior citizens, baby boomers (people born 1946 – 1964) are realizing it is now their turn to collect. This 80-year old program, ... Read More Required Distributions From Retirement Plans: Getting Older Gets Complicated Posted on Jun 22, 2015 Over your working life, you have diligently salted away money into a 401(k), 403(b), SEP-IRA, SIMPLE-IRA, profit-sharing plan, IRA, Roth IRA or any one of a number of other frequently used retirement ... Read More Planning to Protect Yourself from Elder Abuse Posted on May 18, 2015 The Growing Problem of Elder Abuse Elder abuse is becoming an increasingly dangerous problem in this country. According to the American Psychological Association, over 2 million seniors annually ... Read More 32 results found. Viewing page 1 of 2. Go to page 1 2 Next