A Fresh Take on Spring Cleaning Your Finances Ah, spring. That magical time when the sun lingers a little longer, flowers decide it’s showtime, and we all get the sudden urge to clean things that have been collecting dust since December—hello, mystery Tupperware lid collection. But what if spring cleaning wasn’t just for closets and […]
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Tariffs, Tulips, and Time Off: What April Teaches Us About Holding BothBy Charlotte Volsch Last week, I was in the middle of reading an article on tariff hikes when my neighbor dropped off a basket of oranges from her yard, and my friends phone buzzed with a text: “What time is spring break pickup again?” It all
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New Season, New Risks: What You Need to Know About Fire Insurance in 2025 As we embrace the warmth and renewal that spring brings, it’s also a pivotal time to reassess our preparedness for the evolving challenges of the year. In California, the onset of spring not only signifies blooming landscapes but also the approach
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Spring Forward: How to Reset Your Home and Mind for Q2 March is melting into April, and with it comes that moment when we collectively look up, blink at the sunshine, and realize—we made it through the first quarter of the year. Whether Q1 flew by in a blur or felt like a slow trudge
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Navigating the Choice: Buying a Second Home vs. a Property with Two Dwellings When considering a new property, the decision between buying a second home and investing in a property with two dwellings can be pivotal. Both options have distinct advantages and challenges, and the best choice depends on your financial goals, lifestyle, and long-term
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Losing a loved one is an emotionally challenging experience, and amidst the grieving process, managing their estate can seem overwhelming. One critical step in this journey is obtaining a Date of Death Appraisal. But what exactly does this entail, and why is it so significant? What is a Date of Death Appraisal? A Date of Death Appraisal is
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While California does not legally require homeowners to install an automatic water shutoff device, many insurance companies strongly recommend it—and for good reason. Water damage from leaks or burst pipes is one of the most common and costly home insurance claims, often leading to extensive repairs, mold growth, and skyrocketing expenses. How Does a Smart Water Shutoff Device Help?
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What’s Next for Interest Rates, the Economy, and Real Estate? The financial markets have been a rollercoaster lately, leaving many wondering what’s next for interest rates, inflation, and the economy. Despite recent rate cuts by the Federal Reserve, the 10-year Treasury yield—the key driver of mortgage rates—has remained stubbornly high. So, what’s really happening, and
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Spring Forward: Refresh Your Home (and Life!) Without a Major Renovation As the days get longer and the promise of spring is in the air, many of us feel the itch for change—whether it’s in our homes, routines, or even our mindset. But not every refresh needs to involve a major renovation, a hefty budget,
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Not Contacting a Tax Advisor to Determine If There Are Any Possible Income Tax Savings by Properly Planning for Taxes and Change of Ownership Forms Why This Mistake Happens Taxes are rarely the first thing on anyone’s mind after losing a loved one, and understandably so. But overlooking tax planning early in the estate process can
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