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Retirement

Retirement Traps to Avoid
Should You Borrow from Your 401(k)?
Money that Buys Good Health is Never Ill Spent
9 Facts About Retirement

Estate

A Brief History of Estate Taxes
Why Everyone Needs an Estate Strategy
Will Power
Choosing a Business Structure
Put It in a Letter
What is the Value of Your Business?
Smart Homeownership Strategies in a Changing Market

Investment

Inflation & Your Money
How Stocks Work
The Business Cycle

Tax

What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?
How to Make the Tax Code Work for You
You May Need to Make Estimated Tax Payments If…
How to Appeal Your Property Taxes
Red Flags for Tax Auditors
What If You Get Audited?

Insurance

Social Media: #NewestBusinessLiabilityRisk
Term vs. Permanent Life Insurance
Does Your Credit Score Affect Your Insurance Rates?
A Look at Whole Life Insurance
A Home Insurance Claim: To File Or Not To File
Retiree Health Care Coverage Overseas

Money

The History of Currency
Mastering the Art of Salary Negotiation

Lifestyle

Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
Do Your Kids Know The Value of a Silver Spoon?
Weathering the Storm: Are You Ready for a Climate Emergency?
How to Create Stronger Passwords and Protect Your Accounts
How to Bounce Back Financially After Job Loss

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330 N Brand Boulevard

Glendale, CA 91203

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