Lavina NagarFeb 4, 20212 minProposition 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, CFP®Apr 1, 20202 minCoronavirus Aid, Relief and Economic Security (CARES) ActI 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®Dec 22, 20193 minThe SECURE Act - A Quick PrimerOn 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 28, 20173 minOh 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®Oct 4, 20172 minWhen would you like to retire? Facts, Expectations, and a Little Digging…When would you like to retire? This is one of those questions that rarely generates an ambivalent response. Most responses normally tend to