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Perspectives / Blog

Articles, podcasts, tips & resources from the team at B|O|S.

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Be Mine: Perspectives on the Benefits of Pre-Marital Agreements from an Attorney & Client
February 10, by Michelle Soto, CFP®, CDFA™
Making the Most of Year-End Charitable Planning
November 30, by Judith Gordon
When a Financial Planner Becomes a Dad
November 30, by Peter Yoon, CFA
Legacy Planning With 529 Plans
November 4, by Sean Angelis, CFP®
The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
November 4, by Judith Gordon
What the SECURE Act Means for Qualified Charitable Distributions
October 12, by Eric Sousa
How Prop 19 Could Affect California Property Tax Exclusions
September 14, by Judith Gordon
Federal & California Tax Deadlines for Counties Affected by Wildfires
September 9, by Michelle Soto, CFP®, CDFA™
How to Safeguard Essential Documents and Precious Possessions
August 10, by Judith Gordon
Switching Jobs, Switching Your Retirement Savings Strategy
July 13, by Michelle Soto, CFP®, CDFA™
Estate Planning for Young Adults
June 25, by Judith Gordon
Navigating Key Provisions of The CARES Act
June 3, by Judith Gordon

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