Private Placement Life Insurance

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The Least Understood Aspect of the New Tax Act (and Why It Matters!)

Much has been made of the new 20% tax deduction for S corporations and limited liability companies (LLCs) in the Tax Cuts and Jobs Act of 2017. The 21% tax …
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Does Your Investment Portfolio Have Shock Absorbers?

Did you know 2017 was the calmest year for the financial markets in more than five decades?  But times have certainly changed.  Through June 25, 2018, the S&P 500 Index …
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I Wish I Had Known About This For My Own Mom

I adored my mom.  She was blind in one eye–was the soprano soloist in our church and community choir–a terrific mom and cheerleader–and died of a horrible disease I had …
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Just When You Thought It Was Safe To Get Back Into The Water!

Last year, U.S. stocks marched steadily higher with only minor pullbacks along the way.  When the year ended, the largest “peak to trough” decline (from the highest level to the …
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Do You Have The $400?

According to a May 25, 2016 Washington Post article, 46% of Americans said they did not have enough cash to cover a $400 emergency expense.  Instead, they would have to …
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The Devil is in the Details … Do you Qualify or Not?

Much has been made of the new 20% tax deduction for S corporations and LLCs in the Tax Cuts and Jobs Act of 2017.  The 21% tax rate given to …
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When Can Borrowing Save You Taxes?

A client we’ll call “Joe,” owns several family-style restaurants in Southern California. Joe was recently contacted by a friendly competitor. The competitor was ready to retire and wanted to quickly exit the …
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Man with a Mission

Torn apart by a bloody and bitter civil war, the country of Liberia in West Africa is recovering slowly and painfully.  Formed by freed U.S. slaves and just now emerging …
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4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942