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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
6 days ago6 min read


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


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
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