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Financial Insights

Hedge Against Inflation With These 3 Real Estate Investment Types

The annual inflation rate in the United States is currently around 7.5%—the highest it has been since 1982.1 It doesn’t matter if you’re a cashier, lawyer, plumber, or retiree; if you spend U.S. dollars, inflation impacts you. Whether you live in Rancho Cordova, Gold River, Mather or Sacramento you are paying more for everything.  Economists …

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When do you…update your trust, consult a Realtor or hire a CPA?

The information is all great but if your time is limited, click the times below to jump to a specific question. 0:21 CPA Q1 – Is home office deduction affected during Covid? 2:03 CPA Q2 – Do CPA’s have specializations like attorneys?” 5:02 T & E Attorney Q1 – What happens to minor children without …

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Leaving California?

Leaving California has consequences. Planning a move out of state requires more than packing furniture. Find out the key financial actions to take before you make that move to help retain your wealth. Thank you Soojin Kim, Esq. Estate Planning Attorney and Terra Van Zant, CPA for the valuable insights that you provide!