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Tax Update 12/17/2014

Tax Extenders Bill Passes Congress, President Expected to Sign into Law On December 16, the Senate brought to an end this year’s tax extenders drama, passing a bill that extends all but a few tax provisions that expired at the … Continue reading

Robert Pagliarini Chosen As CFP Ambassador

NEWS RELEASE  Certified Financial Planner Board of Standards Expands Ambassador Program with Appointment of Robert Pagliarini as CFP Board Ambassador for Orange County He Will Serve as a Local Resource for Personal Finance Issues   ORANGE COUNTY, CA, December 15, … Continue reading

Economic Update 12/15/14

AMERICANS BUY MORE, SENTIMENT INDEX SOARS Commerce Department data showed retail sales jumping 0.7% for November – the best monthly advance recorded in a year. More good news came from the University of Michigan – its initial December consumer sentiment … Continue reading

Selling a Business? Use These Strategies to Save on Taxes

Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning for business owners. Does … Continue reading

Sudden Wealth Radio – Interview with Joe Cordell

Economic Update 12/08/14

ECONOMY ADDS 321,000 JOBS November 2014 was the best month for hiring since January 2012. Analysts polled by MarketWatch had projected payrolls expanding by 235,000 jobs last month, and that forecast was trumped. While seasonal jobs constituted 50,000 of the … Continue reading

Retirement Planning

2015 will bring COLAs, changes & something new. Each year, the retirement benefits landscape looks a little different, and next year is no exception. Here’s a look at what will change, what might develop, and even what won’t change for … Continue reading

Financial Planning Tips 2015

What financial, business or life priorities do you need to address for 2015? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial … Continue reading

Financial Planning Tips Checklist For 2014

The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year … Continue reading

Year End Money Tips to Consider

What has changed for you in 2014? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want … Continue reading