The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people build resources for retirement. And in 1997, the Roth IRA was introduced. But which IRA is right for you? Let’s look at...
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Business
Estate Planning – 5 key questions successor trustees should ask about liability in California
Serving as a successor trustee in California involves a complex set of responsibilities, particularly when it comes to handling debts and protecting beneficiaries. Trustees must carefully manage trust assets while also addressing creditor claims, all within the...
Ask The Realtor – Why the Fed’s rate cut didn’t bring down mortgage rates after the election
After the recent presidential election, the Federal Reserve took a step to address economic concerns by lowering its key interest rate by a quarter point, hoping to signal support for financial markets and encourage lending. Many expected this cut to lead to a...
Attention restaurants: Relief is available
Disasters are unpredictable – but critical support should not be. The average small business loses $3,000 every day they remain closed due to a disaster. To help restaurants recover in times of critical need, DoorDash has partnered with Hello Alice to create the...
Financial Focus – Cutting spending can help boost retirement savings
Like most of us, you may someday want to enjoy a comfortable retirement. Your ability to achieve this goal will depend on how much you save – but it also matters how much you spend. And saving and spending are certainly related: The more you can reduce your spending,...
Financial Focus – Are your heirs ready to receive an inheritance?
In the popular imagination, receiving an inheritance always sounds like a good thing – after all, who doesn’t want a financial windfall? And inheritances can certainly be life-altering events. But they can cause challenges, so you’ll want to help your heirs be...






