Many common myths have developed and come up continuously in discussions about estate planning.
Data suggests that recessions are becoming shorter but economic uncertainty and distress is affecting many organizations.
If you are like many of the people we talk to lately, most tell us they are moving to conservative holdings in their retirement or long-term investment plans.
Diversifying to increase your cash influx may sound like an oxymoron, but every entrepreneur should take a hard look at not having all your eggs in one basket. Any business, from the smallest home-based business to the largest corporation, gains stability and profits by diversifying.
Everyday, 13 million people need assistance with routine activities such as dressing, eating and bathing, according to the Direct Care Alliance. Four out of 10 people turning 65 can anticipate stays in a nursing home, and by the year 2025, 78 million Americans will be over age 65. Most health insurance programs will not usually cover long-term-care expenses.
The first responsibility of an entrepreneur is to develop a business model that works. This means having a long-term relationship between the two parties (supplier and customer), multiple revenue streams and multiple product lines.
If you could have bought insurance on your retirement account to guarantee not losing your principal and earnings value last year, how much would you be willing to pay to insure it?
Many people don't give too much thought when choosing someone to be the beneficiary of a life-insurance policy.
An early IRS sampling of tax returns shows about 15 percent have errors involving the recovery rebate credit that is related to last year's economic stimulus payment.
As tough times abound in this economy, many of our Santa Clarita Valley bankers are hearing this familiar question: "How can I start saving if most of my money goes toward bills?"
Identity theft is among the fastest growing crimes in the nation.
Nearly everyone who follows business in America has an opinion about what needs to be done with the automotive industry, specifically with General Motors.
A recent article in SmartMoney magazine talked about Congress taking aim at retirement by trying to revamp 401(k) and IRA plans.
The average legal client of the Santa Clarita Valley is an individual or small company. Their legal needs, and economic situation differ greatly from the corporation, insurance company, financial, governmental or other more powerful institutions that commonly are opposing the individual consumer.
Each of us has flashes of insight that soon dim, maybe to resurface at some quiet moment when we are reflecting, even years later. I had one of these moments over the weekend.
I've always liked watching team sports. Sometimes you don't even have to be watching a game to know how things are going. You simply have to listen. You can hear the winners.
Not yet using LinkedIn to help you find qualified professionals? You should be.
When we moved into our home, a row of six tall and bushy pine trees provided ample shade and privacy for our back yard.
Forbes reported that millions of employed Americans are switching employers each month.
Spring is here and many of us are busy cleaning out closets and dusting the cobwebs that may have accumulated during the winter. While you are taking on spring cleaning projects, consider taking a fresh look at your finances.
If there is one thing that makes me angry, it is the statement stuffed into my cable television bill telling me that the price I have to pay has gone up.
This past week I watched Brian Tracy's video "Success is a Journey" a total of five times as I facilitated client orientations.
If you are one of the millions of Americans receiving a refund this year, following are several ways to put your refund to work.