050: Phishing for More: What You Need to Know About the Latest COVID Scams
Big Three from Episode #050: This pandemic or new environment that we’re in has opened…
4 years ago
Blog
What You Need to Know About Proposed Property Tax Changes on the November 3 Ballot
Prop 15: The California Schools and Local Communities Funding Act of 2020 Ballot Title: Increases…
4 years ago
Is an ABLE Account Right for Every Disabled Person? (Part Two of Two Parts)
The passage of the U.S. Achieving a Better Life Experience Act of 2014 (ABLE) enabled…
4 years ago
049: The Elder Care Journey – Part 3: Emergency Preparedness
Big Three from Episode #049: Long-term care facilities are required to have emergency plans in…
4 years ago
What is an ABLE Account? (Part One of Two Parts)
Disabled California residents may now open savings accounts without jeopardizing means-based benefits, such as Supplemental…
4 years ago
048: The Elder Care Journey – Part 2: Incapacity Planning
Big Three from Episode #048: A written estate plan is critical when it comes to…
4 years ago
Do I need to include my music in my estate plan?
Rusty stared at the estate planning attorney, perplexed. “Why do you need a list of…
4 years ago
047: The Elder Care Journey – Part 1: Different Types of Elder Care Explained
Big Three from Episode #047: The elder care journey is when a loved one starts…
4 years ago
046: How to Get Your PPP Loan Forgiven
Resources/Tools/Links Mentioned in This Episode: Strategic CFOs [Ad] A lot of time and effort goes…
4 years ago
An Option for Seniors Who Cannot Afford Their Property Taxes
The California State Controller’s Office administers the Property Tax Postponement program that allows eligible homeowners…
4 years ago