Latest
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What Is Your 'Enough Is Enough' Number for Retirement?
Chasing a 'magic number' for retirement can be anxiety-inducing. Instead, build your plans around a personal number that reflects your individual circumstances.
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California Wildfires and Insurance: Looking for Help
Los Angeles-based insurance expert Karl Susman shares the view from his agency’s office as all hands are on deck to help their policyholders.
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Want to Write a Book? An Expert Shares What You Need to Know
Professional ghostwriter poses some important questions that any would-be author might want to consider before diving into such a challenging task.
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Asset Protection for Affluent Retirees in 2025
Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.
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The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
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A Strategic Way to Address the Tax-Deferred Disconnect
What you don't know could cost you a fortune. Here's how to make the most of a tax-deferred retirement account and possibly save your heirs a bunch on taxes.
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Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
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To Insure or Not to Insure: Is Life Insurance Necessary?
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need.
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How to Deal With Property Insurance Claims After Wildfires
There are right ways to deal with your insurance company, and there are ways that will slow down the process. Here's how to do it the right way.
