Recent Posts in Financial Health Defining an Estate Plan and Roadblocks to Avoid Posted on Nov 9, 2020 Written by Grace Greer St. Clair Getting motivated to establish your estate plan can be uncomfortable, but if you knew what our clients experience when a good plan is not in place, you would rush to ... Read More Thankful for the Best Care Imaginable Posted on Nov 9, 2020 Written by Nancy Sokoler Steiner | Photographed by Vincent Rios She was a financial professional from New York City. He was a cowboy-turned-plumber from Oklahoma. She loved to socialize and traveled ... Read More Why Estate Planning is Still Important Posted on Sep 16, 2020 Learn why you need a trust and Powers of Attorney, how they work and how you can be sure your wishes are carried out. Download Presentation Handouts Read More Savvy Social Security Planning Posted on Aug 18, 2020 Presented by Cristin Harris Rigg, Certified Financial Planner (CFP®) and Certified Divorce Financial AnalystTM (CDFA™) and Larry Takahashi, Certified Financial Planner (CFP®), this ... Read More The Importance of Advance Directives Posted on Jul 20, 2020 written By John Ferrari Do you want a secure future? Of course; everyone feels a little better knowing the future is secure – but sometimes planning for a secure future can seem like a full-time ... Read More A Whole New Ball Game for Long Term Care (LTC) Posted on Jul 15, 2020 Presented by Sylvia Thompson, Certified Life Care Manager and Stephen Connors, Certified Financial Planner™, this webinar will help you gain a better understanding of labor laws & hiring ... Read More 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 38 results found. Viewing page 1 of 2. Go to page 1 2 Next