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Insights

Our articles are meant to share ideas that are practical, actionable, and easy to read without too much financial jargon. 




Don’t Drop The Ball Before The End of The Year Thumbnail

Don’t Drop The Ball Before The End of The Year

As pumpkins and falling leaves lead us into the last quarter of the year, it’s time to check in on your finances to ensure you’re on track, as well as make smart adjustments for the new year. #1 – Maximize your retirement contributions. Review your YTD contributions and consider maxing out your 401k or 403b, contributions prior to year-end. The 2024 401k/403b contribution limits are $23,000 (plus a $7,500 catch-up contribution for ...

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Market and Newsletter Update

As we return from the long Labor Day weekend, the image of a school of fish is stuck in our heads. One small twitch left or right, and the full school immediately pivots to follow in that same direction. Investors were flooded over the past few days with articles that reminded us of how volatile the month of September is in the stock market.

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Retirement Planning for The Decades

Whether you're just starting your career or nearing the golden years, planning for retirement is a journey that evolves over time. Here are some general guidelines that you can put in place at every age to prepare for retirement. In your 20’s, retirement can seem distant, but it’s the perfect time to establish good financial habits.

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Homeowner's insurance Thumbnail

Homeowner's insurance

Go to any block party or neighborhood gathering in California, and the topic of Homeowner’s Insurance is likely to come up. The market here is currently facing a series of challenges that are affecting affordability and availability for both current ...

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