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What You Should Know About the Stimulus Checks April 2, 2020

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Small Business Relief March 30, 2020

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A Letter From Jennifer March 30, 2020

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Coronavirus March 16, 2020

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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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Beyond Resolutions: Keeping your Financial Paperwork in Order

Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier.  If this is the year you said you’d finally get organized, or […]

Dirty Dozen Tax Scams to Watch Out For

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Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ Identity Theft Using your personal information, an identity thief can file a fraudulent tax return and claim a refund. If you’ve been a victim of stolen personal information, you […]

 How Social Security Benefits are Taxed

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Dear friends! Despite adjustments to income tax brackets and rates under the recently enacted tax reform legislation, an increasing number of retirees find 50% of more of their Social Security benefits subject to federal taxes. That’s because the income thresholds governing the taxability of Social Security benefits have remained static for decades and have not […]

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 […]

What 2018 Tax Reforms Mean for Investors

What 2018 Tax Reforms Mean for Investors Jason Bortz Senior Counsel and Senior Vice President     KEY TAKEAWAYS Tax reform presents important changes for investors, while also preserving several areas some thought could change. 529s get more useful, while 401(k) plans remain mostly unchanged.  Planning opportunities abound especially for high net worth clients, business […]