This is the time of year when families review college financial aid awards and agonize over whether they can afford the tab. Many parents don’t realize that students don’t have to accept the first award they receive from a college. One reason is because it’s a buyer’s market at many institutions.
Before heading off to college, students should sign three documents that can be critically important if they get into serious trouble.
This paperwork will allow parents to be notified and involved if their child ends up at a hospital and/or becomes incapacitated in any way.
Completing your tax return every year is a hard enough task without worrying about tax scams.
Unfortunately, there are a lot of scam artists out there who have ripped off countless Americans. Here are two common fraudulent tax schemes to be aware of:
Many Americans who rely on financial professionals to manage their investments have long assumed their advisors are providing them with the very best financial advice.
Unfortunately, too often that has not been the case.
Some advisors are obligated to put their clients’ interests first when making financial recommendations, but many others are not.
November is traditionally healthcare insurance month. This is the month when employees choose whether to select a different healthcare plan or make adjus
The recent wildfires that swept through San Diego County and destroyed at least 65 homes can serve as a wake-up call to the rest of us to be prepared if and when a natu
You may have recently read in the news about the Heartbleed bug. We want you to be aware of the Heartbleed bug and actions that may be necessary to secure your data.
In 1991, Dale Yahnke and Mark Dowling established the firm knowing there was a better way to manage investments for private individuals and institutions. Bernadette joined the team in 1993.
With the election season behind us, some of the uncertainty about personal tax rates has been lifted. Of particular note for California taxpayers are tax increases resulting from the passage of Proposition 30, which are effective through 2018.