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Pay Yourself First February 19, 2020

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The 5 Basics of Financial Literacy January 10, 2020

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Holiday Shopping and Information Security December 2, 2019

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2019 Giving Trees are Here! December 2, 2019

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Thanksgiving Tips & Tricks November 5, 2019

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Kids Free San Diego October 16, 2019

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Three Key Steps for Female Entrepreneurs October 16, 2019

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Our Story September 11, 2019

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The Impeccable Irene September 4, 2019

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It’s winning season! Simply use your Great Basin Visa Credit Card, or any other Visa,... Read More September 3, 2019

3 Big Social Security Changes to Expect in 2018

Should retirees be expecting a hefty raise or a pay cut in 2018? by Sean Williams Mar 4, 2017 at 6:43AM The 2018 Social Security changes were announced in mid-October. You can read all about the big changes here. Please note that the Social Security Administration lowered the maximum taxable earnings cap to $128,400 in […]

The Tax Reform Everyone’s Talking About

I know that many of my clients have been reading and talking about the tax reform that Congress recently passed—which is the most significant tax overhaul in decades, the Tax Cuts and Jobs Act. You may be seeking some clarity on the changes and how they may impact you. I have included this guide from […]

Vanguard Says It Will ‘Never’ Launch Bitcoin Fund, and It’s Not Alone

By Janet Levaux January 23, 2018 AddThis Sharing Buttons Share to EmailShare to LinkedIn3Share to TwitterShare to Facebook5Share to Google+ Vanguard CEO Tim Buckley and others discuss their views at Inside ETFs conference “We tend to stay away from assets that don’t have underlying economic value,” Buckley told CNBC. There’s plenty of interest, but not […]

This Year, Get Your Financial Health in Tip Top Shape

coins and pencils

Happy New Year, Just like so many people vow to commit to exercise and dieting as a New Year’s resolution, it’s also not a bad idea to take stock of your financial situation and throw in some fiscal goals. Taking a good look into your overall savings plan, wasteful spending and debt can help you […]

Tax Planning Checklist

ornaments

Happy Holiday Greetings, As year-end approaches, I want to send a quick reminder about important tax planning deadlines. The following checklist can help you simplify and manage these critical deadlines as you take advantage of opportunities to help reduce your 2017 tax burden.  December 31st marks the deadline for:   Gifts and Charitable Contributions:  Making tax-year […]