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Reciprocal Tariffs and Us
On April 2,2025, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they...
Lavina Nagar
Apr 33 min read
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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
102 views
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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
117 views
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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
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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
94 views


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
Lavina Nagar, CFP®
Oct 4, 20172 min read
72 views
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