How to retire successfully
As the world returns to the office, after 2 years of working from home, more people are contemplating early retirement. But inflation and...
Why now might be a great time to exercise those options
If you work for a technology company, it’s often the case that you’ve been given stock options as part of your hiring deal or along the...
Adjusting lifestyle to fit the new world
Massive 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 inflation
It’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 owners
It’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 investors
Major 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 Ferrari
Something 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 Retirement
Nothing 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 year
Nobody 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 normalcy
The winner of the presidential election this weekend will put us on a path toward normalization of tax policy, trade, and geopolitics....