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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 GordonLaws 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 Consider
May 19, by Sean Angelis, CFP®The ABCs of Managing Your Digital Assets
The ABCs of Managing Your Digital Assets
May 19, by Judith GordonSecurity Check: Simple Steps for Securing Your Smart Devices
Security Check: Simple Steps for Securing Your Smart Devices
March 31, by David NewsonCommitting to Your Financial Health in 2021
Committing to Your Financial Health in 2021
March 10, by Michelle Soto, CFP®, CDFA™Expanding Your Estate Planning Toolbox With SLATs