by Brian Jacobs | Nov 25, 2019 | Business News
Seven Tips for Talking Money with the Person You Love Your relationship is about living a happy life together, not dollars and cents. A little financial planning may help you get there. There’s nothing more exciting than tying the knot with the person you love. Of...
by Denise Lite | Nov 25, 2019 | Business News
Living Together and Common Law Marriage Many people who come to see me usually tell me “Well, we have been married for 10 years, but we lived together for 10 years before that, so its 20 years”. Not so fast. Common Law marriages, where spouses live together and act...
by Ray Bulaon | Nov 25, 2019 | Business News
Mistakes to Avoid When Facing Foreclosure You already know that your home is in foreclosure. You’ve received that dreaded Notice of Default. You know that after 90 days, your home can be scheduled for a Trustee Sale. You don’t have a lot of time left. Your home with...
by Santa Clarita Magazine | Nov 25, 2019 | Business News
Avoid These Financial Traps Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Undisciplined Spending The more...
by Esther Oz | Nov 25, 2019 | Business News
What to Do When You are Hurt on the Job? – Rose, Klein & Marias LLP; Serving Injured Californians since 1936 Injured at work? Worried if you are going to get the treatment you need and compensated for lost time due to the injury? Concerned if your work...
by Mason Rashtian | Nov 25, 2019 | Business News
Parking Lot Accidents Who is at Fault? So, you are driving at Target’s parking lot when all of a sudden, a car backs out of a parking space and hits you. Who is at fault? Car accidents in parking lots usually occur become someone is not paying attention. Parking lot...
by Sue Endress | Nov 25, 2019 | Business News
Common Client Questions I speak to my Clients throughout the day, I usually get the following questions: Is my coverage adequate? Is it the right coverage? Do I need Flood Insurance? Do I need Earthquake Insurance? What is an Umbrella policy? What does all the...
by George Simpson | Nov 25, 2019 | Business News
Tax Planning Now Can Save You Money Later When we review past tax returns of new clients, we usually find they paid more taxes than they needed to. The primary reason is failure to adequately tax plan. What Is Tax Planning? Tax planning is the process of gaining the...
by Steven Chroman | Nov 25, 2019 | Business News
The ‘Life is Short, Get a Divorce’ Debate A new year approaches When the aforementioned billboard came out people went crazy. Like any good marketing campaign it was successful in sparking controversy and conversation. At the heart of the matter was the underlying...
by Brian Jacobs | Oct 28, 2019 | Business News
Understanding IRA Required Minimum Distributions IRAs are an important part of many investors’ nest eggs. Know the rules for how to withdraw funds from them for your retirement. Individual retirement accounts (IRAs) play a key role in helping Americans save for...
by John DaCorsi | Oct 28, 2019 | Business News
In an Accident? Important First Steps 1. Call the police and report the accident. California Law requires those in a car accident that results in injury or death, or at least $1,000 in property damage to report the accident to the D.M.V. within 10 days. Even if you do...
by Santa Clarita Magazine | Oct 28, 2019 | Business News
Are You Financially Fit? If you don’t have a financial plan, that question may be hard to answer. To achieve financial wellness, you need to define your goals and set a time frame for reaching them. The following steps can help you take control of your finances....
by Ray Bulaon | Oct 28, 2019 | Business News
Bankruptcy When Your Financial Future Is at Stake A lot of people end up filing bankruptcy when they get to the point of feeling hopeless about their financial problems. Despite what others may think, there is no shame in needing a second chance to secure your...
by Esther Oz | Oct 28, 2019 | Business News
Here To Help You Navigate The Workers’ Compensation System – Rose, Klein & Marias LLP; Serving Injured Californians since 1936 Injured at work? Worried if you are going to get the treatment you need and compensated for lost time due to the injury?...
by Mason Rashtian | Oct 28, 2019 | Business News
Post-concussion Syndrome and TBI If you watch football, you have heard of “Post-concussion syndrome” – a common result of traumatic brain injury (TBI) following a concussion. The Centers for Disease Control and Prevention (CDC), defines TBI as a “bump, blow, or...
by Santa Clarita Magazine | Oct 28, 2019 | Business News
JCI Santa Clarita to Host Politics on Tap Assemblywoman Christy Smith The Santa Clarita Valley chapter of Junior Chamber International “The Jaycees” is delighted to be bringing back their ever popular “Politics on Tap” series. Politics on tap is a great way for young...
by Sue Endress | Oct 28, 2019 | Business News
Common Client Questions I speak to my clients throughout the day, I usually get the following questions: Is my coverage adequate? Is it the right coverage? Do I need Flood Insurance? Do I need Earthquake Insurance? What is an Umbrella policy? What does all the...
by George Simpson | Oct 28, 2019 | Business News
Offshore Accounts and Taxes U.S. taxpayers must report their worldwide income on their tax returns. Due to our government’s need to increase revenue, the IRS is actively searching for violators. When caught, the penalties for failing to disclose can be harsh, ranging...
by Brian Jacobs | Sep 25, 2019 | Business News
Using the Power of Time to Bolster Retirement Savings Starting early can help even small amounts of money set aside grow into a healthy nest egg. When retirement is decades away, it’s easy to postpone saving for it in favor of the more immediate demands on your...
by Denise Lite | Sep 25, 2019 | Business News
Four Insurance Policies Every Divorced Woman Needs 1. Life insurance on a spouse who is still paying child support or alimony. This is the most critical! If you are receiving child support or alimony rom your ex, you need to guarantee those payments continue. If your...
by Ray Bulaon | Sep 25, 2019 | Business News
How Bankruptcy Can Help You Regain Control of Your Finances Sleepless nights… Stressed out… Worried about the future… Always broke no matter how hard they work…Feeling hopeless about their situation. This is what most people are going through when they are...
by Santa Clarita Magazine | Sep 25, 2019 | Business News
Estimating Your Social Security Benefits The Social Security Administration has stopped mailing out most yearly statements, but you can estimate your retirement benefit online. The Social Security Administration (SSA) has had, since 2014, an online option (called my...
by Santa Clarita Magazine | Sep 25, 2019 | Business News
City of Santa Clarita Receives Nationally Acclaimed Finance Award The City of Santa Clarita has received the Certificate of Achievement for Excellence in Financial Reporting from the Government Finance Officers Association of the United States and Canada (GFOA) for...
by Mason Rashtian | Sep 25, 2019 | Business News
How Much is My Case Worth? We are often asked this question. Simplest answer “It’s worth as much as someone is willing to pay for it!” In all seriousness, the answer depends on a variety of factors: 1. Timing – at what point in the case is this question asked? Is it...
by Esther Oz | Sep 25, 2019 | Business News
Fighting For The Rights Of Injured Workers Have you recently experienced a work-related injury? Has getting the treatment you need to return to work become impossible to get authorized through the worker’s compensation insurance carrier? Recent legislation effective...
by George Simpson | Sep 25, 2019 | Business News
Scammers Pretending to Be IRS Employees Want to Steal Your Money You are an honest taxpayer who always pays taxes on time. Regardless, you may have received alarming automated calls allegedly from the IRS demanding payment and threatening arrest. These are a scam. The...
by Jennifer Keller Smith | Sep 25, 2019 | Business News
What is Probate? If you or, more likely, your parents, created an old-fashioned will, or you, or your parents have no will or trust, then a process must be initiated in Superior Court called Probate. Probate is the court supervision of the administration of a...
by Santa Clarita Magazine | Sep 25, 2019 | Business News
Connecting Industry with Parents On October third, STREAM Global Innovations will be hosting their Parent Café in honor of their Manufacturing Day event the following day. Parent Cafés are industry-led panel discussions for parents to ask questions and get vital...
by Santa Clarita Magazine | Sep 25, 2019 | Business News
Zonta Club of SCV – Empowering the lives of women through service and advocacy Zonta Club of Santa Clarita Valley President, Barbara Meyer, and nine club members will be traveling to Kauai, HI for a Zonta District 9 Conference from October 3–October 6, 2019....
by Santa Clarita Magazine | Aug 28, 2019 | Business News
City Receives Award Prestigious Achievement of Excellence in Procurement Award for Purchasing The City of Santa Clarita has been awarded the prestigious 24th Annual Achievement of Excellence in Procurement® (AEP) for 2019 from the National Procurement Institute, Inc....
by Santa Clarita Magazine | Aug 28, 2019 | Business News
Local Photographer to Display New Exhibit at Jo Anne Darcy Library ADVERTISE WITH US CLICK HERE A Note From the Publishers – December 2019 by Linda, Moe and Alexander Hafizi | Nov 26, 2019 | A Note From the Publisher Where do I even begin? Over the years, the...
by Santa Clarita Magazine | Aug 28, 2019 | Business News
Understanding the Pros and Cons of Alternative Investments In today’s dynamic market environment, some investors may be looking beyond stocks and bonds for other options for investing their money. This search for other options may lead to alternative investments....
by Santa Clarita Magazine | Aug 27, 2019 | Business News
Another Fantastic Fiscal Year for Location Filming in Santa Clarita The City of Santa Clarita had another fantastic year of location filming in the 2018-2019 Fiscal Year with the Film Office recording 526 film permits and 1,380 film days, which generated an estimated...
by John DaCorsi | Aug 27, 2019 | Business News
Hits Happen – Are you Covered? We all know that accidents happen. Most often it is someone else’s negligence. Most, not all, people obey the mandatory insurance provisions of the state statutes. Some folks don’t purchase any insurance. More and more people get...
by Santa Clarita Magazine | Aug 27, 2019 | Business News
When Should You Collect Social Security? A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past five years. According to a survey, 40 percent of U.S. workers said they have resolved...
by Ray Bulaon | Aug 27, 2019 | Business News
When Bankruptcy Becomes Necessary Many people find themselves facing overwhelming debt, with constant calls from creditors and no obvious way out. For some, a job loss sent them into a downward spiral, and they are now unable to pay their bills and meet their...
by Mason Rashtian | Aug 27, 2019 | Business News
Should I Take the $500 Offered by the Adjuster? I have heard this story (or a variation) many times: “two days after my accident, the adjuster offered me $500.” Some even say: “the adjuster offered to keep my medicals open for up to $1,500.” What does this mean, and...
by Bill Keller | Aug 27, 2019 | Business News
When Should I Update My Estate Planning? After going to the time and expense of setting up an estate plan, people often put their important documents on a shelf and forget about them. How often should you dust off these documents and revisit these important life...
by Esther Oz | Aug 27, 2019 | Business News
Rose, Klein & Marias LLP, Here to Help You Navigate the Workers’ Compensation System, Serving Injured Californians since 1936 Injured at work? Worried if you are going to get the treatment you need and compensated for lost time due to the injury? Concerned if...
by George Simpson | Aug 27, 2019 | Business News
Changes Expected to Cryptocurrency Taxes on Transactions IRS Notice 2014-21 stated the sale or exchange of convertible virtual currency, or the use of convertible virtual currency to pay for goods or services in a real-world economy transaction, has tax consequences...
by Santa Clarita Magazine | Jul 22, 2019 | Business News
Business Directory From lawyers to tax consultants to accountants and everything in between, this month’s business guide will show you just how convenient and easily accessible any kind of service can be. The August Business Guide is your “one stop shop” for all the...
by Brian Jacobs | Jul 22, 2019 | Business News
The Psychology of Money Taking a Rational Approach to Managing Your Wealth Wealth is a complex concept, and the myriad perceptions, biases and emotions you have around money can affect the financial decisions you make. Understanding these dynamics and developing...
by Denise Lite | Jul 22, 2019 | Business News
Common Errors in Business Valuations Business valuations are prepared by a variety of professionals, including business appraisers, brokers, financial analysts, certified public accountants, and economists. There are quite a few common errors made in business...
by Santa Clarita Magazine | Jul 22, 2019 | Business News
The Basics of Long-Term Care Insurance Planning for the cost of long-term care is something nearly every household should think about. Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it’s a difficult subject to...
by Ray Bulaon | Jul 22, 2019 | Business News
Facing A Debt Crisis? Don’t Wait Until You Have a Financial Emergency No one ever wants to get into debt, but at some point in your life, you may face a debt crisis. My definition of a debt crisis is where you can no longer meet your debt payments as they come due...
by Mason Rashtian | Jul 22, 2019 | Business News
Do I Need a Lawyer? Ever wonder: “Do I need a lawyer, or can I handle my injury case on my own?” To quote Abraham Lincoln: “He who represents himself has a fool for a client.” Think about it: you wake up one morning with a nasty toothache. You can either yank that...
by George Simpson | Jul 22, 2019 | Business News
Can You Withdraw from Your IRA to Pay for Your Child’s Higher Education? Although IRAs penalize account holders for pre-retirement withdrawals, special cases exist that do not require a penalty. One of the exceptions is college education. You can remove IRA funds for...
by Esther Oz | Jul 22, 2019 | Business News
You Do Not Have to Navigate the Workers’ Compensation System Alone – Rose, Klein & Marias LLP Injured at work? Worried if you are going to get the treatment you need and compensated for lost time due to the injury? Concerned if your work injury will...
by Bill Keller | Jul 22, 2019 | Business News
When Should I Make an Estate Plan? The need for an estate plan is not so much dependent on your age but on life events. Here are a few key events that may trigger the need for an estate plan or a change in an existing plan. 1. Marriage or Divorce – After marriage, a...
by Santa Clarita Magazine | Jul 22, 2019 | Business News
Zonta Installs New Officers, Names Zontian of the Year Zonta Club of Santa Clarita Valley installed Barbara Meyer as its new president for 2019-20, honored outgoing President Debra Blakeley and named super-active club member and three-time club past president Judy...
