What the New Tax Bill Could Mean to You.
Curious? Well here’s a brief overview of the new tax bill.
November 17, 2025
Curious? Well here’s a brief overview of the new tax bill.
Here’s the bottom line: you can’t control the tax code, but you can control how (and when) you show income. Smart moves—timed right—can lower your lifetime tax bill in retirement.
The #1 Question That Keeps People Awake at Night. How to make retirement savings last.
After more than 30 years of helping families navigate retirement, the most common question isn’t about stocks, bonds, or the next hot investment tip. It’s simpler…
Living in Moorpark, Simi Valley, or anywhere in Ventura County can make us feel like the OBBBA spending bill’s impact is a thousand miles away in Washington.
Retirement planning can be like trying to juggle sharp objects. One mistake could have lasting consequences; so, maybe it’s better to wait ‘til tomorrow.
If your IRA or 401(k) money will be inherited by your children or grandchildren (or any nonspouse), they have to drain the account within 10 years.
Most people hand the successor trustee job to a family member. It feels right… until it goes wrong.
Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.
While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.
Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.