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What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
10/31/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

The key to healthcare in retirement might be a patchwork of different choices.
10/30/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
10/28/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
10/26/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

For a small business, the loss of a key person could cause financial hardship.
10/24/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/23/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Does it make more sense to push back retirement, or not to retire at all?
10/21/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
10/19/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/17/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
10/16/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

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3960 Prospect Avenue Suite A
Yorba Linda, CA
92886

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