Business News
Brian P. Jacobs Named to Forbes Magazine’s List of America’s Best-in-State Wealth Advisors
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’ Best-in-State Wealth Advisors list...
Why Your Trash is not Safe, Secure, Private or Confidential
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 for our review and handling....
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 not believe there were any injuries or that the property damage...
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 Social Security) for receiving annual benefit statements -- however,...
Filing Bankruptcy When You’re Stuck in Debt
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 others, a recent divorce or...
Be Safe Avoid Bicycle Accidents
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 accidents typically occur...
Why You Received a Smaller Tax Return Than You Expected
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 Trump. Although some...
Here to Help You Navigate the Workers’ Compensation System
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. You should know your...
What? I Should Understand My Insurance Policy?
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 will give an example of what...
What is a Power of Attorney?
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 immediately or upon your becoming...
Connecting People Partnership Staffing Solutions helps fill the gap
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 businesses she services as well...
Brian P. Jacobs Named to Forbes Magazine’s List of America’s Best-in-State Wealth Advisors
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’ Best-in-State Wealth Advisors list...
Three Divorce Realities
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 simple truths you need to know...
Proper Financial Planning Critical for Women
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 the issue of the length of...
When to Sue for Wrongful Termination in California
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 case, you can seek justice...
Car Accidents The Importance of Early Treatment, and Documentation
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 problem? Put yourself in the...
What is a Power of Attorney?
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 immediately or upon your becoming...
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 since 2013 has made it more difficult for injured workers to get...
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