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Latest Articles

Retirement

  • My Retirement Savings
  • Annuity Comparison
  • Assess Your Life Insurance Needs
  • How Compound Interest Works

Estate

  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Why Everyone Needs an Estate Strategy
  • Will Power
  • White Elephant Inheritance
  • Choosing a Business Structure
  • Put It in a Letter
  • What is the Value of Your Business?

Money

  • Year-End Charitable Gifting and You
  • The History of Currency

Tax

  • Social Security Taxes
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • The One Big Beautiful Bill and You
  • What’s My 2025 Tax Bracket?
  • 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

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
 

Contact

Office: (408) 963-2887

Mobile: (408) 963-2887

5446 Thornwood Drive

Suite 101

San Jose, CA 95127

[email protected]

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