The 2015 Morningstar Analyst Ratings for 529 College-Savings Plans has just been released. Coming out on top Vanguard's 529 in Nevada. This plan has been a
On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the
IRS Announces 2016 Retirement Plan Contribution Limits
The Internal Revenue Service recently announced cost‑of‑living adjustments
Medicare Open Enrollment Period Begins October 15
What is the Medicare open enrollment period?
The Medicare open enrollment period is the time during
The stock market has been volatile the last 3 weeks in response to news of a slowing economy in China as well as anticipation of interest rate changes here
April is California Financial Literacy Month.
“Every day, consumers conduct transactions in a complex financial system increasingly difficult to |
FOR PET LOVERS: Continued Care for Your Pets
Did you know that it’s possible to include pets in your estate and legacy planning? This is a huge step toward
With Spring in the air, change may be on the way. The Federal Reserve Board could be close to raising the interest rates as we’ve been anticipating for many
Yesterday, while speaking at the AARP Headquarters, President Obama both recognized Sheryl Garrett for her work and quoted her. I am pleased to share
SHED
On my way out to the barn in Los Osos, California recently, I noticed it was COLD outside; nice and winter-like. Taking off my horse’s waterproof
I've just returned from my annual pilgrimage to the AICPA PFP Conference. This is a chance for me to spend 3 intense days with my CPA financial planner