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Financial Focus – You can put more into your 401(k) this year

Once you retire, you’ll likely need to draw on a variety of financial sources – and one of the most important ones may be your 401(k). And for 2025, you can put even more money into your plan than ever. For either a traditional or Roth 401(k), as well as similar plans...

Protect your children’s inheritance

Safeguarding your children's inheritance is a primary concern for many parents, yet the risk of losing or mismanaging that wealth due to life's unforeseen circumstances is a genuine worry. The threat of divorce, debts, illnesses, accidents and even sudden financial...

Realtors reach out with holiday joy

Realtors reach out with holiday joy

Realtors from Windermere Real Estate in Lake Arrowhead, met with Rim Family Services, as well as Santa and Mrs. Claus, to present a donation check to the nonprofit. The money will go a long way to help Rim Family Services with their annual gift distribution to...

Transferring ownership of your home to your child: A bad idea

Transferring the ownership of your home to your adult child might initially appear advantageous, whether for Medicaid eligibility, probate avoidance or tax reduction. However, this decision often backfires drastically, carrying considerable risks for all parties...

Legal preparations for worry-free holidays

Traveling for holidays is a time to unwind, create cherished memories with loved ones and escape from daily routines. However, before you embark on your holiday adventure, it's crucial to ensure your legal affairs are in order, guaranteeing peace of mind and enabling...

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