Business

Financial Focus: Build confidence in your 401k decisions

Many people have a 401(k), or other workplace retirement plan, but aren’t sure what to do next. You don’t need to have it all figured out, but a little curiosity goes a long way. Here are some questions to get started. Check available plan resources or ask your plan...

Mountain Gem

Apr 3, 2024 | Hot Home of the Week

https://www.coldwellbanker.com/ca/running-springs/31466-frontier-dr/lid-P00800000GWo2BlBI9mSedjGUOAdrIXYLsKo3OrT Prepare to be impressed! This mountain gem is a must see. Pull up to plenty of easy parking including a circular driveway, or pull straight into the two...

Estate Planning – Can I leave my 401(k) to my minor children when I die?

Apr 3, 2024 | Business

Though you are technically allowed to name a minor child as beneficiary of your 401(k), IRA or other employment-sponsored retirement account, it’s never a good idea. Minor children cannot inherit the account until they reach the age of majority – which can be as old...

Estate Planning – Pet trusts: Safeguarding your furry friends’ futures

Mar 27, 2024 | Business

Without proper estate planning, beloved pets face uncertain fates if owners become incapacitated or die prematurely. Animals could end up abandoned in shelters or with insensitive caregivers who fail to adhere to owners’ wishes. Creating a comprehensive pet trust is...

Estate planning must haves for parents

Mar 20, 2024 | Business

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including provisions for the care of your children in your estate plan is essential for peace of mind. But many parents struggle with including...