Financial Planning

Wealth's Health

Spring is almost here. And there is a perceptible positivity in the air. To say 2020 was a challenging year would be a gross...

Proposition 19 - Part-3: Moving or Downsizing in Retirement?

In Part-1 and Part-2, I had focused on properties passed from parents to children. This blog focuses on a different aspect of Proposition...

Proposition 19 - Part-2: Investment Properties

As I mentioned in my previous blog, Proposition 19 is a bit complex and therefore I decided to cover its different aspects over multiple...

And here comes Proposition 19 - Part-1: Primary Home

Riding on the ballot for one of the most momentous elections of the country, and winning by a slim margin of 2.2%, Proposition 19 is here...

Coronavirus Aid, Relief and Economic Security (CARES) Act

I hope you are keeping yourself, your loved ones, and your community safe from Coronavirus. We are in uncharted territory, but it is also...

The SECURE Act - A Quick Primer

On December 20 2019, as part of the year-end spending bill, President Trump signed the SECURE (Setting Every Community Up for Retirement...

Oh No - not another year-end blog!

Oh yes, this is another year-end blog. And to top it, not the kind that is more popular at this time of the year. This is that time when...

81 views

Perspectives through Cancer Lens - #1

After practicing meditation for almost six years now, I still struggle with it. Most days it is easy to settle in. But not so easy on...

115 views