Video Blog

Over the past few years, many of us have spent extra time at home—and that means we appreciate the personal design touches that make a house cozy and comfortable more than ever. Some of us have adapted our dwellings in new ways, from creating functional home offices to upgrading the appliances we use most. But …

Top 6 Home Design Trends To Watch in 2023 Read More »

Last year, one factor drove the real estate market more than any other: rising mortgage rates.  In March 2022, the Federal Reserve began a series of interest rate hikes in an effort to pump the brakes on inflation.1 And while some market sectors have been slow to respond, the housing market has reacted accordingly. Both …

2023 Real Estate Market Outlook (And What It Means for You) Read More »

You don’t have to break the bank to celebrate the holidays in style—even in this season of inflation. Prices may be higher on everything from food to gifts to decorations, but there are still plenty of opportunities to eke out extra savings.  For example, according to the U.S. Environmental Protection Agency (EPA), you can save …

Home for the Holidays: How To Stretch Your Budget in a Season of Inflation Read More »

Mortgage rates have been on a roller coaster ride this year, rising and falling amid inflationary pressures and economic uncertainty. And even the experts are divided when it comes to predicting where rates are headed next.1 This climate has been unsettling for some homebuyers and sellers. However, with proper planning, you can work toward qualifying …

8 Strategies to Secure a Lower Mortgage Rate Read More »

The process of buying a new home can be both exhilarating and exhausting. But the journey doesn’t stop when you close on your property. On the contrary, you still have quite a bit to do before you can begin the process of settling into your new place. Fortunately, you don’t have to do everything in …

10 Pro Tips for a Smooth Home Move Read More »

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 …

Hedge Against Inflation With These 3 Real Estate Investment Types Read More »

Is what you know factual? We have information coming at us from all sides but it’s hard to know if the information is true and/or what it means. This video explains some commonly misunderstand financial concepts and terms from a CPA, Investment Adviser, Estate Planning Attorney, and a Real Estate Broker. Listen in to get …

Is what you think you know factual? Read More »

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 …

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

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!

Sheryl Smith discusses things you should pay attention to as you decide on a Buyer’s Agent. Buying a home (especially for the first time), is a really big deal, and there’s a lot of things your realtor needs to do in order to make sure everything goes smoothly. It is very important to pick a …

Selecting a Realtor: 7 Key Things to Look for in a Buyer’s Agent Read More »