Business News

  Have you ever thought about what a want is, versus what is necessary? In this ever-changing world, the answer to this question may vary. As we prepare to embark on an upcoming new year, it might be time to take a look at things a little differently when it comes to our reality versus our...

Life is unpredictable. One day, everything is running smoothly, and the next, you’re hit with a medical emergency, job loss, or unexpected home repair. That’s why having an emergency fund is crucial. But how much should you save? The answer depends on your financial situation, lifestyle, and...

If you are looking to purchase a home or refinance, you can expect to have a conversation with us about credit. A common misconception is that the credit you find through places like Credit Karma, Experian or Equifax gives you the scores needed for a loan. However, this is not the case as these...

As the year winds down and we reflect on the months behind us, many businesses take stock of their successes and challenges. For some, that reflection includes unresolved disputes, broken agreements, or legal concerns that have been put off for “another time.” November is the perfect reminder...

The tax gap is the difference between what taxpayers owe the IRS and what the agency actually collects. The current estimated tax gap is between $500 and $700 billion annually. The IRS believes it will greatly reduce that gap by catching unreported income faster, reducing audit costs, and...

For Santa Clarita families, 2025 has already brought one of the biggest mid-year surprises in decades: the One Big Beautiful Bill Act (OBBBA). Signed into law on July 4, this sweeping legislation includes several tax benefits that apply retroactively to the entire 2025 tax year— meaning you can...

You’ve worked hard to build a substantial nest egg and you need to make sure it will be managed right. Perhaps you’re thinking about helping your daughter with a down payment on a home—without jeopardizing your lifestyle in retirement. You’re ready to choose a Financial Advisor, and want to do...

Many people overlook assets when trying to settle their divorce cases. They don’t think to divide banked/accrued vacation time, overtime and sick time and these assets are commonly omitted from the negotiations. Most people are unaware that these accrued assets have a monetary value in their...

During a “Come To Life In The Workplace” workshop, Thomas Iland is the instructor. There’s an activity the participants/audience can take part in called “The Chip Taste.” Each person is given a piece of paper to write if they think they will or won’t like the chip. There were three different...

When people talk about the American Dream and what it means to them, buying a house is often near the top of the list. However, the responsibilities of owning a home can sometimes be overlooked: You’re not only buying the house but also committing to maintenance, as well. Here are a few things...

Many people today find themselves burdened by overwhelming debt, constant calls from creditors, and what feels like no way out. For some, a sudden job loss led to a downward spiral, making it impossible to keep up with bills. For others, a divorce or unexpected medical expenses drained their...

We are advocates for our clients and always hope that their taxes will not rise. Recently, we came across a document published by the California Community Economic Development Association concerning Enhanced Infrastructure Financing Districts (EIFDs). The purpose of EIFDs is to enable...