What follows is a short list for business owners to reference to develop and maintain their financial fitness. Usually, interest in an enterprise is a…

So the confetti is gone, the champagne has been consumed, the fancy clothes are back on the hangers and now you are wondering what you…

Long-term disability payments don’t replace your salary; they provide a buffer—usually 60% of your salary. That means that most recipients have to adjust their lifestyles…

Generally, the focus of our blogs and monthly newsletter is on all things financial. Additionally, we try to offer helpful information such as cybersecurity tips,…

With the holidays in sight, it is not likely that you are focusing on tax planning now. However, with the end of 2016 quickly approaching,…

Making money! Almost every college student dreams of a high paying career right out of college. Financial Advisor Magazine released this article in their November 8th e-newsletter,…

By Natasha Josefowitz, La Jolla Village News Originally Published on September 23, 2016 “It is windy today!” “No it’s not Wednesday today; it’s Thursday!” “You’re…

  One of our favorite financial columnist’s, Jonathan Clements, writes often about having the right portfolio.  Below we have presented some of his main themes…

We often find that the old saying “No one plans to fail, but many fail to plan” is most applicable to business owners regarding their…

For years, IRS and the U.S. Treasury have tried to curb the use of favorable valuation discounts on gifts of bequests.  After years of failure,…