Uncategorized

Insurance Changes in California and Beyond: What You Need to Know Understanding the Current Situation Insurance companies are adjusting their coverage in areas with high natural disaster risks, particularly in California and Florida. While this is creating some uncertainty, it’s important to know that options remain available for homeowners and renters. What’s Actually Happening? Insurance […]

Thinking About Retirement? Here Are the Top Places to Kick Back! After years of hard work, most of us dream of enjoying the good life in retirement, right? You know, days filled with relaxation, maybe some golf, and plenty of time to do what we love. But let’s be real—retirement can also be a little

Inflation’s Still Playing Hard to Get October’s inflation numbers are in, and it seems inflation isn’t quite ready to bow out of the spotlight. The Personal Consumption Expenditures (PCE) report showed that headline inflation edged up 0.2% from September, nudging the year-over-year rate from 2.1% to 2.3%. Meanwhile, Core PCE—aka the Fed’s favorite yardstick that

Winter Is Coming: Are You Ready for the Cold? Ah, winter—the season of cozy sweaters, steaming mugs of cocoa, and snow-draped landscapes. But let’s not forget, winter also brings the bone-chilling possibility of power outages and major storms. One moment you’re admiring the serene snowfall, and the next, you’re shivering in the dark wondering why

We all love a good snack—Oreos, Chips Ahoy—but the cookies we’re talking about here aren’t the delicious kind. These are the cookies your browser uses to remember you online, and keeping them safe is a whole other ballgame. Recently, the FBI sounded the alarm about a sneaky scam involving stolen session cookies. Cybercriminals are using

When you’re in the process of completing a 1031 exchange—a valuable tax-deferral strategy for real estate investors—timing is everything. The IRS provides strict deadlines to follow, and if your exchange isn’t finalized by the typical tax return due date, you may need to consider filing for an extension. Doing so could be critical in ensuring

In recent months, I have had conversations with some of you who have experienced a significant surge—in non-renewal notices from insurance carriers. Upon further investigation, I have discovered that there is approximately a 300-400% increase of non-renewal notices in the state of California regarding policies for residential, multi-family, and commercial properties. The reasoning that they

Feeling like your budget could use a refresh? Or maybe you’ve set new financial goals but aren’t sure how to keep up with them? Don’t worry—you’re not alone! A monthly financial reset could be just what you need to stay on top of your finances and crush those goals. And the best part? Having an

Having friends and family in Florida and visiting Florida between Hurricane Helene and Hurricane Milton, brought me to a closer level of the challenges brought about by the anticipation before the storm and the clean up after the devastation. From that place, come the following 10 life lessons applicable when life feels like a hurricane.

Guarding the Vault: Cybersecurity in the Finance Sector Picture this: You log in to check your bank balance, only to find out that your account—and millions of others—has been compromised by cybercriminals. Heart-racing anxiety fills the room. Now imagine you’re the one responsible for safeguarding an entire financial institution from such a crisis. Welcome to