San Carlos Office

1150 White Oak Way

San Carlos, CA 94070

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Monday, January 11, 2021

A few years back when I joined a gym, they offered a complimentary personal training session. Just 25 minutes into pushups, pull ups and crunches I was dry heaving in the corner with the trainer asking why I was so out of shape. It was...

Monday, November 30, 2020

From pandemic-related stimulus payments to job losses and furloughs, for many taxpayers, next spring's tax season may be more complex than usual. With the end of 2020 rapidly approaching, you should take some time to review your tax...

Monday, November 30, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Monday, November 30, 2020

When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax exposure of the donated assets. One way to accomplish this, whether you're hoping to donate...

Monday, November 30, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

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Monday, October 26, 2020

If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump their charitable gifts together. Wondering how to claim a...

Monday, October 26, 2020

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Monday, October 26, 2020

Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin. When contemplating charitable giving, think about the following points: Choose Your Causes. Worthy causes abound...

Monday, October 26, 2020

Year-End Tax Planning As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good...

Monday, October 19, 2020

A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call...

Tuesday, October 13, 2020

Steps to take today to prepare your family for when an emergency strikes California and the Pacific Northwest have to contend with wildfire season for six months of every year from May through October, with the last two months...

Friday, October 2, 2020

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

Friday, October 2, 2020

Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this...

Thursday, September 10, 2020

Two years ago my parents were on a Sunday morning walk when they were struck by a ride share vehicle as they crossed an intersection. I got the phone call from the hospital as I was grocery shopping. The nurse on the phone said my...

Friday, August 28, 2020

Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there are so many to choose from and many of them seem so similar? The key is knowing how to compare...

Friday, August 28, 2020

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs...

Friday, August 28, 2020

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts...

Friday, August 28, 2020

With the coronavirus shutting done educational institutions and moving classes online, the face of education across the country has changed. While the focus has been primarily on completing the educational requirements to get K through...

Tuesday, August 25, 2020

On Saturday, August 15, a dry lightning storm tore through my little mountain community of San Lorenzo Valley in the Santa Cruz Mountains. By Monday morning, we could smell smoke from the fires that had been sparked by the lightning...

Friday, July 31, 2020

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...

Friday, July 31, 2020

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that...

Friday, July 31, 2020

Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve...

Tuesday, July 21, 2020

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Tuesday, July 21, 2020

Today, many people find themselves inundated by a constant stream of financial news from television, radio, and the Internet. Yet, does all this “information age” data really help you manage your finances any better than in...

Thursday, May 31, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...