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Blog

A grove of orange trees.
Shahab Maslehati | Oct 24, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
Keep Your Money Working - Reinvest Smartly
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Outdoor pool next to ocean.
Sam Heitzer | Jul 12, 2024

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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piggy-bank
Shahab Maslehati | Jun 7, 2024

Top 15 Money Management Tips

Lifestyle
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money. However, if you’re ready to start
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Shahab Maslehati | May 10, 2024

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Watercolor style picture of 5 carrots sprouting from the ground.
Daniel Vaisberg | May 3, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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An older man relaxing and laying down in an inner tube on relaxing water.
Sam Heitzer | Mar 26, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Close up portrait of child giving two thumbs up
Shahab Maslehati | Feb 23, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Person holding jar of coins with a 'savings' label
Daniel Vaisberg | Jan 12, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Notebook containing dates with a pen
Sam Heitzer | Dec 29, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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Shahab Maslehati | Nov 10, 2023

Year-End Tax Planning Begins Now

Finance
With the holiday season looming, it's not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was
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Couple walking in a field with the ocean in the background
Daniel Vaisberg | Oct 27, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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credit-rating
Sam Heitzer | Oct 20, 2023

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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