Articles
Retirement Considerations: Renting or Homeownership?
As you approach retirement, it’s common to want to adjust your living arrangements to meet the needs of your changing lifestyle. Retirement brings about changes that will impact your income, savings, habits, and travel plans. Rather than feel held back by your living...
JUST ONE CONVERSATION CAN CHANGE YOUR LIFE FOR THE BETTER
Season 2, Episode 29: CA Property Taxes, Propositions, and Re-election with Gus Kramer
Welcome to Season 2, Episode 29 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Gus...
A Woman’s Guide to Financial Planning
Women have come a long way since the women's rights movements of the 60s and 70s. Today, women are graduating from college at higher rates, represent about half of the workforce, and occupy 29 percent of senior management roles. Women are a true financial...
Spring Clean Your Finances and Invest in Your Future
Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...
Ethical Investing: A Green Portfolio One Choice at a Time
If you could make an impact on the course of society with your investments, would you? As the world of business and finance continue to merge with the world of sustainability and global impact, a trend towards ethical investing continues to gain momentum. There's...
Modernize Your Business for the Metaverse
The new wave of the internet is here — or at least it’s in the making. Discussing the Metaverse with someone out of the technology loop can be painful, and the fault isn’t on them. It’s like describing a color they’ve never seen before or a concept they’ve never...
What Investors Should Expect in The Next Few Months
As we approach the second anniversary of the pandemic that swept the world, the economy continues along its winding path toward normalization. Despite exceeding growth expectations at the end of 2021, this January has proved to be one of the most volatile for traders...
10 New Year’s Financial Resolutions
Making New Year’s Resolutions is a time-honored tradition. Every New Year’s Eve, millions of people around the world put pen to paper in hopes of improving their lives in the coming year. If you’ve ever resolved to lose weight, go to the gym, or organize your...
IRS Updates 2022: What to Consider When Filing Taxes
The Internal Revenue Service continues to update information regarding changes to tax filing in the coming year. This includes information on advance Child Tax Credit payments, Economic Impact payments, claiming the Recovery Rebate Credit, and charitable deductions....
Financial Planning for Tech Professionals
Big Tech emerged from the pandemic stronger than ever before. While other sectors suffered huge job losses and major business disruption, Big Tech has been on a tear. Company valuations have only increased in value since the start of the pandemic and continue...
Crypto & Taxes: What you need to know
It's no secret that cryptocurrency is all the rage. Cryptocurrency is slowly but surely redefining and helping expand the world of finance, with companies like PayPal and JPMorgan jumping into the fray to support the growth of cryptocurrencies.In the United States, 59...
Giving Well: End-of-year charitable planning
We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...
You’re a widow. Now what?
As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse's death is hard. Determining what’s next can be even harder. The death of a spouse is...
once per month straight to your inbox!
English
Spanish
French
German
Dutch
Arabic
Chinese (Simplified)
Italian
Portuguese
Russian