Adjusting lifestyle to fit the new worldMassive changes are headed our way. This isn’t hyperbole; it’s a thoughtful analysis based on the restriction of supply as a result of...
How to survive high inflationIt’s a surprise to no one that prices are higher since a year ago, and even a couple of months ago, as gas prices in L.A. have reached...
Open enrollment guidance for employees and small business ownersIt’s that time of year again that most employees and business owners are entrenched in insurance decisions that are coming due quicker...
Biden's tax agenda for investorsMajor implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
What will happen when inflation comes and why you shouldn’t buy a new FerrariSomething very apparent in L.A. is the number of young people driving around in half a million-dollar Ferraris. Maybe this is their...
How to get Tax Free Wealth in RetirementNothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
Being grateful and why I'm looking forward to the new yearNobody could have predicted the scale of the calamity that we experienced in 2020. The loss of jobs and lives as a result of the pandemic...
Year-end tax strategies in light of a return to normalcyThe winner of the presidential election this weekend will put us on a path toward normalization of tax policy, trade, and geopolitics....
Will social security run out?You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...
California’s firestorm and its financial futureThe complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...