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Retire early by moving to Palm Springs (case study)
Ready to turn in the badge and call it quits? If retirement is calling your name, you may be wondering what's next, as you contemplate...


Time to give back
With the passing of the new U.S. budget, government spending cuts to nonprofits and various federal programs are very real. And, with the...


Price of risk management and is it worth it?
More investors are evaluating the cost of investing. This can be seen as investors have been replacing their costly mutual funds for...


Launch your startup this year
If you've been looking for a reason to launch your startup then this may be your year. With stocks at all-time highs and the Trump tax...


The New Tax Bill will impact your financial plan next year
With today's signing of the Tax Cuts & Jobs Act by President Trump, we can look forward to an even more complex tax year in 2018. Here...


How to create year-end wealth
As the year comes to an end, there are some things that you can do to reduce taxes, and other strategies that can create wealth:...
Department of Labor fails to protect consumers and what you need to do
Deregulation is in the blood of this administration so it's no surprise that the onus is increasingly on you, the consumer, to make sure...
Time to Move to Palm Springs
With the Tax Cuts and Jobs Act pending approval in the Senate, it's reasonable to assume that your taxes are likely going up. (More about...
California will require that small businesses have a retirement plan
If you're a small business owner with employees, and don't already have a retirement plan in place, you will soon be required to have...
The new Tax bill could increase your taxes
Major changes were proposed, and now that the House passed a budget, tax reform is one step closer to becoming reality. Surprise! Tax...
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