7 Most Common Tax Mistakes Investors Make

Rebecca Lake – February 14, 2020 There are certain things you can’t afford to get wrong as an investor. Making sure you have the right asset allocation and that your risk tolerance aligns with your risk capacity is important. Read entire article here… Share this…FacebookTwitterLinkedin

KUSI NEWS: Immediate Steps to Take If You’re Retiring in 2020

The senior population is San Diego is booming, so if you or someone you know is looking to retire this year, Financial Advisor David Reyes was in studio to discuss some immediate steps to take to be prepared for the golden years. Watch the clip here!  Share this…FacebookTwitterLinkedin

The Benefits of Filing Taxes Early

Maryalene LaPonsie – January 21, 2020 FOR MILLIONS OF Americans, there is no getting around the need to file an annual tax return. Fortunately, the IRS gives you plenty of time to organize your paperwork and submit your forms. The regular filing deadline is April 15, and those requesting an extension can take up to Oct. 15 […]

KUSI NEWS: 3 Financial Strategies to Consider for the End of 2019

The year is coming to a close, and it’s time for many people to start planning for the year ahead, including with our finances. Local Financial Adviser David Reyes was in studio to tell us more. Watch the clip here!  Share this…FacebookTwitterLinkedin

Don’t Make This Common Mistake When Starting Up Your 401(k)

Anna-Louise Jackson – December 10, 2019 Making sense of the options in your 401(k) can seem daunting at first. As a result, that causes many people to make investment decisions that are influenced by something very simple — the order in which they’re presented. Read entire article here… Share this…FacebookTwitterLinkedin

What Happens If You Don’t Pay Your Taxes?

Tara Mastroeni – December 8, 2019 At its best, buying an investment property is a huge step towards generating passive income. However, in order to set yourself up for success, it’s important to make sure that you’re ready to take the leap. Read entire article here… Share this…FacebookTwitterLinkedin

9 Facts About Mutual Fund Capital Gains

Debbie Carlson – November 21, 2019 Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits – especially because of sizable gains in the S&P 500 this year. Capital gains can result because of rising share values and they can come from mutual fund dividends, which are […]

KUSI NEWS: 4 Reasons to Ditch the Plastic This Holiday Season

The National Retail Federation recently said that it expects Americans to spend between $727.9 billion and $730.7 billion during the holidays this year, a 3.8 to 4.2 percent increase from 2018. As holiday spending is projected to increase, it’s important that we take the necessary steps to ensure we don’t shop ourselves into debt. Local […]

What Happens If You Don’t Pay Your Taxes?

Lee Barney – November 8, 2019 What should plan sponsors ensure that participants understand about the tax treatment of retirement savings accounts? Sources say there are a few key points that participants should readily be able to understand. Read entire article here… Share this…FacebookTwitterLinkedin

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