Get 7% On Your Cash
Cash is trash, but I-bonds are gold. Why earn 0% in the bank, when you can earn 7% in I-bonds?
How To Maximize the Benefits of Your Charitable Donations for Your Chosen Charity - And Yourself
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
If You are 50 or Older You May Be Able to Contribute 33% More to Your 401(K) This Year
Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
Stock-based benefits can be wonderful tools of wealth creation. With more companies offering them than ever, it's essential to understand the nuances of each type to maximize your benefits. Here we cover RSUs.
Robert Shiller's Prescient Warning on Stock, Bond and Home Prices
Professor Robert Shiller, a measured man with a good track record of sage analysis, recently made a bold statement. In the NYT he wrote: "the prices of stocks, bonds and real estate... have never been this overpriced simultaneously in modern history." Investors should heed the warning.
San Diego Real Estate Update: No Homes for Sale
Housing inventory was down almost -50% in August in San Diego. With supply cut in half and demand increasing this has created a crazy local real estate market. Keeping an eye on inventory can help inform your decision to buy or sell your home.