Perspectives / Blog
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California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?
California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?June 17, by Judith Gordon
Laws that impact home ownership are often not well understood. Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind of creditor — the judgment c... continue reading
Are Roth IRA Conversions Becoming More Compelling?
Are Roth IRA Conversions Becoming More Compelling?May 19, by Adam Mazzaro, CEPA®
Saving for Your Child’s Future: 3 Options to Consider
Saving for Your Child’s Future: 3 Options to ConsiderMay 19, by Sean Angelis, CFP®
The ABCs of Managing Your Digital Assets
The ABCs of Managing Your Digital AssetsMay 19, by Judith Gordon
Security Check: Simple Steps for Securing Your Smart Devices
Security Check: Simple Steps for Securing Your Smart DevicesMarch 31, by David Newson
Committing to Your Financial Health in 2021
Committing to Your Financial Health in 2021March 10, by Michelle Soto, CFP®, CDFA™
Expanding Your Estate Planning Toolbox With SLATs
Expanding Your Estate Planning Toolbox With SLATsMarch 9, by Judith Gordon
Interpreting California Proposition 19