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  Many people assume you have to settle for the 529 plan from your home state, but that is not the case. You are free to choose a 529 plan from any state, but there are a few factors that you should consider when researching plans. #1 Does your state offer a tax deduction? Most…

Recently, I read an article in The Wall Street Journal wherein a financial advisor gave advice to a physician (who is not the adviser’s client) dealing with medical school debt. This is a very important and relatable topic for many of our physician clients, and as such, we spend quite a lot of time advising…

A look at prices from when they were young can help clients grasp the pernicious impact of rising prices over time, says adviser Ara Oghoorian By, ANNA PRIOR © The Wall Street Journal   This is an occasional feature in which an adviser shares a chart or other visual presentation that he or she finds…

On Thursday, October 15, 2015, schools, universities, government agencies, and businesses across California will participate in The Great California ShakeOut.  We all know how important it is to be ready with a plan in case of an emergency like an earthquake. Not only will our children participate in this earthquake drill at school, but here at…

We are thrilled that El Nuevo Herald (sister paper of The Miami Herald) picked up, translated, and ran our NASDAQ article “Answers to 4 Big $ Questions”.  We look forward to providing sound advice and perspective to this new audience. You can read the El Nuevo Herald translation here.

1. Is my spouse responsible for my student loans when I die?
2. Can I use the money in my IRA for a downpayment on a house?
3. Can I deduct my life insurance premiums or deduct them as a business expense?
4. Can I still make a contribution into my HSA for 2015? If so, how?