Dan Bada

05/22/2026

Maximize Your 401k and Insurance Benefits: A Real Encino Success Story
Let’s connect and talk about the latest insights in the industry!

05/22/2026

Annuities Could Enter More 401(K)S

05/21/2026

Unlock Tax Advantages with Indexed Annuities in California: Preserve and Grow Your Wealth
Let’s connect and talk about the latest insights in the industry!

06/15/2023

06/04/2023

This article explores how ready and well-informed business buyers can take advantage of the current market through these proven steps for success.

Buyers panic and run from businesses that may be experiencing a downturn or when the economy is uncertain - it's a missed opportunity.

06/02/2023

Learn what per stirpes is, how it works, and the pros and cons of using it as an estate planning method in your will or trust.

Per stirpes in a will or trust specifies that if your beneficiary dies before you do, their share of your estate is divided equally among their descendants.

05/30/2023

American Asian Pacific influences in film and media began in the first half of the 20th century. Anna May Wong became the first Chinese American movie star and producer in Hollywood achieving international fame and a major style influencer of her time. More recently, the film Everything Everywhere All At Once dominated the 2023 Oscars with Best Picture and Michelle Yeoh’s Oscar for Best Actress Oscar. Join us in celebrating Asian Pacific American Heritage Month. (Source: edsitement.org)

05/30/2023

Protect your future by being prepared for the unexpected. Learn more about disability insurance today. https://nyl.co/42fNFei

05/30/2023

Here’s the latest on what you need to know about the Biden administrations new student loan servicing contracts and how it may affect student loan borrowers.

The changes are just one part of a larger effort across multiple administrations to make student loan servicing smoother and more centralized as borrowers apply for student loan forgiveness and repayment programs.

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

05/28/2023

This article explores the reasons why you need to file an amended tax return and how to file your amended return.

When it comes to federal tax returns, the IRS can cut you some slack You have the option to file an amended tax return, but like anything involving the IRS, there are some specific rules: Math errors and missing schedules don't usually require an amended return.