by Santa Clarita Magazine | Apr 25, 2019 | Business News |
Morgan Stanley (NYSE: MS) today announced that Brian P. Jacobs a Senior Vice President and Wealth Advisor in the Firm’s Valencia, CA Wealth Management office, has been named to Forbes Magazine’s 2019 list of America’s Best-in-State Wealth Advisors. Forbes’...
by Steve Sturgeon | Apr 25, 2019 | Business News |
Our digital world has done little to protect our information that we see on a daily basis in our mail or when we choose to print confidential information we receive by email. Often times, our medical billings and information is still sent to us in hard copy formats...
by John DaCorsi | Apr 25, 2019 | Business News |
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 not believe there were any injuries...
by Santa Clarita Magazine | Apr 25, 2019 | Business News |
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 Social Security) for receiving annual...
by Ray Bulaon | Apr 25, 2019 | Business News |
Many people find themselves in the position of facing overwhelming debt, with constant calls from creditors and no obvious way out. For some, job loss sent them into a downward spiral and they are now unable to pay their bills and meet their responsibilities. For...
by Mason Rashtian | Apr 25, 2019 | Business News |
Summer is almost here and with that, more and more bicyclists will be out enjoying the weather. Unfortunately, statistics show that over 48,000 bicyclists are injured every year. So, if you plan on taking your bike out, please take some extra precaution. Bicycle...
by George Simpson | Apr 25, 2019 | Business News |
Millions of Americans were unpleasantly surprised when they discovered their tax refunds would be smaller than expected or, in some cases, would owe money to the IRS. Many posted their grievances on social media blaming their woes on the new tax code and Donald...
by Esther Oz | Apr 25, 2019 | Business News |
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 jeopardize your job? These are all real concerns and the insurance companies interests are not the same yours....
by Gina Bongiovanni | Apr 25, 2019 | Business News |
When we buy an insurance policy, a declaration page and policy booklet is provided explaining coverage of your new insurance contract. Most people do not take the time to read their declaration page or policy booklet. Often, we put it aside or file it somewhere. I...
by Jennifer Keller Smith | Apr 25, 2019 | Business News |
A power of attorney is a legal document giving someone else the authority to make decisions for you about legal and financial matters. There are generally two types of Power of Attorney: General Durable Power of Attorney — This document becomes active either...
by Santa Clarita Magazine | Apr 25, 2019 | Business News |
Partnership Staffing Solutions is founded on the belief of partnering with their clients and employees. With more than 20 years in the industry, owner Judith Robledo prides herself on providing the highest quality of service as she gets to know the needs of the...
by Santa Clarita Magazine | Mar 27, 2019 | Business News |
Morgan Stanley (NYSE: MS) today announced that Brian P. Jacobs a Senior Vice President and Wealth Advisor in the Firm’s Valencia, CA Wealth Management office, has been named to Forbes Magazine’s 2019 list of America’s Best-in-State Wealth Advisors. Forbes’...
by Denise Placencio | Mar 27, 2019 | Business News |
Many well-intentioned people tend to give you lots of financial and strategic “advice” when going thru your divorce or separation. Unfortunately, the pearls of wisdom that are offered by friends or family are usually based on myth and not reality. Here are three...
by Santa Clarita Magazine | Mar 27, 2019 | Business News |
A key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. It is not unusual for an individual’s retirement to last 20 or 30 years or more. There is also...
by Santa Clarita Magazine | Mar 27, 2019 | Business News |
Being fired can be an extremely stressful experience. Not only can it be infuriating, it can also throw your life into financial turmoil. However, not every termination is justified. Sometimes employers break California law when they let employees go. If that is the...
by Mason Rashtian | Mar 27, 2019 | Business News |
Today, we received a call from a potential client. This individual was injured in a car accident and was in pain. There is one huge problem: the accident occurred in March and he started his treatment in October (seven months after the accident). Why is it a...
by Jennifer Keller Smith | Mar 27, 2019 | Business News |
A power of attorney is a legal document giving someone else the authority to make decisions for you about legal and financial matters. There are generally two types of Powers of Attorney: General Durable Power of Attorney — This document becomes active either...
by Rose, Klein Marias | Mar 27, 2019 | Business News |
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 since 2013 has made it more difficult for...
by Santa Clarita Magazine | Mar 27, 2019 | Business News |
We at Bongiovanni Insurance Agency know that finding the right insurance is a choice not to be taken lightly. That’s why we offer to walk you through your needs, goals and dreams, while looking at competitive pricing that fits your budget. We can provide multiple...
by George Simpson | Mar 27, 2019 | Business News |
This year you will need to deal with significant changes to the income tax code. Tax forms have been redesigned and what you can write off has changed. If you found the tax code complicated in the past, you will find it more so now. Working with a tax professional...
by Ray Bulaon | Mar 27, 2019 | Business News |
When people think of bankruptcy, they often think of the worst thing that could happen to them- losing their home, cars and other assets that they have. The truth is that most people who file bankruptcy lose nothing and keep everything. Not all bankruptcies are the...
by Brian Jacobs | Feb 27, 2019 | Business News |
You have worked hard to build a comfortable life for yourself and your family. Your hard work has been rewarded with financial success and, as your wealth has grown, so has the complexity of managing it. As a corporate executive, you face a number of unique financial...
by John DaCorsi | Feb 27, 2019 | Business News |
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 around those mandatory...
by Santa Clarita Magazine | Feb 27, 2019 | Business News |
Time may be the greatest asset for the young investor. While some people may frantically try to catch up on retirement saving after age 50, you have the chance to harness the power of compounding by starting decades earlier. When you start may matter more than how...
by Ray Bulaon | Feb 27, 2019 | Business News |
A lot of the nation’s leading economists have recently said that it is just a matter of time as to when the next recession will come. They say that all the indicators are there and that as early as this year or next year, it could be 2008 all over again. Are all...
by Franchesta Hammonds | Feb 27, 2019 | Business News |
When you consider the importance of investing in the health and wellness of your employees, a great option is providing them access to a Corporate Employee Membership at the local independently owned and operated Massage Envy franchised location. Through the Massage...
by Stephanie Tiffany | Feb 27, 2019 | Business News |
There is nothing scarier than counting on a return and getting the news that you actually owe money. It’s something we are seeing too often already this year in the 2018 tax season. Liberty Tax owner William Shanin has served his clients proudly since 1985 and has...
by Mason Rashtian | Feb 27, 2019 | Business News |
After an accident, it is important that you tell all of your doctors about all the injuries you suffered in the accident, regardless of why you see those doctors. Why? If you end up filing a lawsuit, then the defense will subpoena all of your medical records, and if...
by David Troost | Feb 27, 2019 | Business News |
One aspect of the new tax law that has not received enough attention is the limitation of interest expense. It appears that this may affect a more robust number of businesses than originally estimated. The new Internal Revenue Code section 163(j) limits the deduction...
by Esther Oz | Feb 27, 2019 | Business News |
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 jeopardize your job? These are all real concerns and the insurance companies’ interests are not the same as...
by Jennifer Keller Smith | Feb 27, 2019 | Business News |
After going through 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 decisions? As a general rule, family...
by Santa Clarita Magazine | Feb 27, 2019 | Business News |
The judicial system in the State of California doesn’t mess around when it comes to individuals driving under the influence of alcohol and/or controlled substances. Although extenuating or special circumstances may apply in some cases, virtually no one walks away for...
by George Simpson | Feb 27, 2019 | Business News |
When we review tax returns of new clients, we usually find they were paying more taxes than they needed to. Most had either prepared their tax returns themselves or did not receive enough advice from their previous tax preparer. The most prevalent problem is failure...
by Brian Jacobs | Jan 30, 2019 | Business News |
Many startup founders may turn to friends and family as a first source of funds when they are getting off the ground. If considering whether to accept funds from, or invest in, the business ventures of friends and family, it is important to consider the tough...
by Alexander Hafizi | Jan 30, 2019 | Business News |
I know you hate it. We all hate it. You log into your account and are told its time to change your password. You cringe for a minute, try something quickly, press update and the new password doesn’t meet the security requirements. Frustration sets in. “Why must I...
by Denise Placencio | Jan 30, 2019 | Business News |
Many well-intentioned people tend to give you lots of financial and strategic “advice” when going thru your divorce or separation. Unfortunately, the pearls of wisdom that are offered by friends or family are usually based on myth and not reality. Here are three...
by Santa Clarita Magazine | Jan 30, 2019 | Business News |
Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. Think about doing the following things if you’re not doing them already. Put money into a retirement plan. Save and invest through a 401(k), a 403(b),...
by Ray Bulaon | Jan 30, 2019 | Business News |
ADVERTISE WITH US CLICK HERE Amgen Tour of California – A monthly message from Mayor Marsha McLean by Santa Clarita Magazine | Apr 25, 2019 | Community Excitement is Building as we Roll Toward the Amgen Tour of California! Advocating for our bicycling...
by Santa Clarita Magazine | Jan 30, 2019 | Business News |
The Tax Cuts and Jobs Act is the first major change to the American tax system in 30 years. Many of the new tax rules are expected to benefit taxpayers – especially in the early years of the act. Just how much your taxes will go down in 2019 depends on many factors,...
by Mason Rashtian | Jan 30, 2019 | Business News |
With all the construction going on the 5 Freeway, we are seeing more and more truck related accidents. Unfortunately, when an 80,000 pound 18-wheeler gets into an accident with a 5,000 pound passenger vehicle, the results are not pretty, and passenger car loses. But,...
by David Troost | Jan 30, 2019 | Business News |
A few years ago, the IRS audit regulations relating to partnerships were changed. The changes resulted in a more centralized partnership audit methodology and are effective for tax years beginning after December 31, 2017. The new audit methodology has transformed...
by Esther Oz | Jan 30, 2019 | Business News |
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 jeopardize your job? These are all real concerns and the insurance companies’ interests are not the same as...
by Jennifer Keller Smith | Jan 30, 2019 | Business News |
To create a valid will in California, you need the following: testamentary capacity, words of testamentary intent, creator’s signature, date and the signatures of two disinterested witnesses. Heirs to an estate may have cause to challenge a will when any one of the...
by Santa Clarita Magazine | Jan 30, 2019 | Business News |
There are different types of car accidents. There is the rear end, side swipe, and the head on collision, just to name a few. With these types of accidents, it is usually clear who is to blame. In Encino, California, “Four people injured in a multi car accident,”...
by George Simpson | Jan 30, 2019 | Business News |
As of January 1, 2019, recipients of alimony will no longer be taxed by the IRS on spousal support received. However, paying spouses lose the eligibility to claim spousal support payments as a tax deduction, which was previously provided under Section 215 of the...
by Brian Jacobs | Jan 2, 2019 | Business News |
The new year is a time of reflection and resolutions. For many of us, it’s an opportunity to make a fresh start. Whatever your approach, it’s the perfect time to think about what you can do to make the best use of the wealth you’ve worked so diligently to earn. You...
by John DaCorsi | Jan 2, 2019 | Business News |
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 not believe there were any injuries...
by Santa Clarita Magazine | Jan 2, 2019 | Business News |
“How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful words continue to resonate today, even in the context of planning for a financially secure...
by Ray Bulaon | Jan 2, 2019 | Business News |
As a bankruptcy attorney, I am often asked: “How will filing bankruptcy change my life?” I think people ask this question because of the negative things that they may have heard about bankruptcy from their friends, family, co-workers and neighbors. They think that a...
by Mason Rashtian | Jan 2, 2019 | Business News |
So, you are driving in 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 because someone is not paying attention. Parking lot accidents generally occur when: (1)...
