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What the One Big Beautiful Bill Means for Us
Now that the storm has passed, we all can take a long breath and let the dust settle! After months of negotiations, a new tax and...
Lavina Nagar
7 days ago6 min read


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...
Lavina Nagar
Mar 4, 20212 min read


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...
Lavina Nagar
Feb 4, 20212 min read


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...
Lavina Nagar
Jan 30, 20212 min read


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...
Lavina Nagar
Jan 28, 20213 min read


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...
Lavina Nagar, CFP®
Apr 1, 20202 min read


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...
Lavina Nagar, CFP®
Dec 22, 20193 min read


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...
Lavina Nagar, CFP®
Dec 28, 20173 min read


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...
Lavina Nagar, CFP®
Nov 22, 20172 min read
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