Louie Valdez of Westlake Village, Former Financial Advisor Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: Confusion often surrounds the cost of long-term care and who is responsible for paying for it. Louie Valdez of Westlake Village states, “According to a… Continue reading Long Term Care—Are you ready?
Month: December 2024
Level Up Your Finances: Year-End Strategies
The end of the year is upon us. Louie Valdez of Westlake Village, CA recommends with a little bit of planning, strategies are available to reduce your income taxes, maximize your charitable giving, and position yourself favorably as the new year begins. An 8-step year-end checklist 1. Harvesting losses Even in the best of times,… Continue reading Level Up Your Finances: Year-End Strategies