Jul 15, 2023
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced those. All rescues (yes, rat rescues are a real thing). Rats are billed as “perfect pets.” They don’t require a lot of...
Jul 5, 2023
By Jessica Lanning, JD CFP I was sharing in another blog post about my friend’s question about what financial things she should have separate from her spouse. When she asked me this question, what came to mind was all the things that I’m surprised that...
Jul 2, 2023
By Jessica Lanning, JD, CFP® My 50-something friend, who has been married for 20+ years, was sharing with me over burritos the other night that she wanted to buy her spouse a pricey birthday present but had no means to do without the spouse seeing the...
Jun 3, 2023
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ As I write this, markets are increasingly volatile, interest rates are surging, and tax increases are looming. No matter when you’re reading these pages, I bet we haven’t solved the world’s economic problems....
Jun 3, 2023
Navigating the Mansion Tax in LA County: How Deferred Sales Trust Can Be Your Game-Changer With the recent implementation of Measure ULA—popularly dubbed the “mansion tax”—property sellers in Los Angeles County are grappling with a new financial landscape. This...
May 27, 2023
By Jessica Lanning, JD, CFP® A down market can impact when you retire, and withdrawing money early on from a depleted account can affect the growth of those accounts. In this blog post, I will discuss how to manage your retirement income during a down market....
Deferred Sales Trust Company > Blog > Page 70
