Hackers are becoming increasingly sophisticated, but knowledge and common sense are a strong defense.
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Spring Break for Parents? Tips and Tricks
Preparing for college is about developing the skills and mindset that will help you thrive in your new environment.
A March Letter to Clients: Tax Time—Tips to Cut Your Bill
As you are preparing to file your taxes, we want to remind you that opportunities to harvest tax savings are still available.
Enhance Your Financial Fitness for 2025
As a former financial advisor, I have helped hundreds of families grow, maintain and transfer their wealth successfully.
Long Term Care—Are you ready?
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?
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
Staying Fit and Active While Traveling in Retirement: A Guide to Health and Wellness on the Road
Easy exercises for travelers, tips for eating healthily on the go, and ways to keep your mind sharp, making your retirement adventures both enriching and health-promoting.
Comprehensive Strategies for Effective Wealth Management
We take an in-depth look at effective strategies for wealth management to ensure your financial security throughout various stages of life.