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Lavina Nagar
Feb 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...
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Lavina Nagar, CFP®
Apr 1, 20202 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...
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Lavina Nagar, CFP®
Dec 22, 20193 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...
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Lavina Nagar, CFP®
Dec 28, 20173 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...
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Lavina Nagar, CFP®
Oct 4, 20172 min read
When 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
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