Business

Financial Focus: Inflation-fighting strategies for retirees

Inflation may run high or low, but it’s pretty much always around — and it’s particularly concerning if you’re a retiree. How can you help protect yourself from the rising cost of living? Start by looking at your investment portfolio. Even if you’ve adjusted it to a...

Estate Planning – Passing assets without estate planning: Weighing options and implications

Apr 17, 2024 | Business

Creating an estate plan with legal instruments like wills and trusts is the most thorough approach for designating successor owners for assets after someone passes away. However, less complex beneficiary options exist, too. Methods like joint accounts,...

Estate Planning – How gifting assets and the marital deduction can impact estate taxes

Apr 10, 2024 | Business

Many individuals look for ways to gift assets before death as part of their estate plans. Understanding key aspects of federal gift tax rules, how gifts impact estate taxes and utilizing the unlimited marital deduction can help minimize tax liability. Annual...

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...