The Homeowners insurance situation in California has not been good. Following a surge in wildfires (over 1.5 million acres have burned in the past five years, according to CalFire) property insurers have faced mounting losses. Many either stopped renewing policiesREAD MORE
Author: Rick Brooks
Donor-advised funds are the fastest-growing charitable giving vehicle in the United States. This is because they are one of the easiest and most tax-advantageous ways to give to charity. A Donor Advised Fund (DAF) basically functions like a charitable foundationREAD MORE
In today’s digital world, more and more families’ finances are being managed online. Everything from paying bills, managing utilities, and scheduling medical appointments may be done online these days. When it comes time to take a more active role inREAD MORE
Do you have money left over in a 529 account for your child? Maybe your oldest got a scholarship to college, or just didn’t need as much money as you had saved up. No matter the case, there are someREAD MORE
Did you know that the fastest growing demographic group in the United States is people over the age of 85? As health care improves, people are living longer. Most people today can expect to spend about one quarter to oneREAD MORE