Further Reading
Learn more about your financial interests.
Tax Dimensions of Retirement Savings
Once standard, today government employees and 15% of private workers get Defined Benefit Plans with slow vesting and definite formulaic retirement…
Ride Out the Storm of Global Tariff Wars
This week Donald Trump declared Liberation Day which, in Orwellian language, stood for punishing trade wars on most of the…
Local Tax Impact in Santa Cruz County
According to the Tax Foundation, California is 34th in the country—not last—in property taxes and Proposition 13 gives us an effective tax rate of…
Decoding the College Cost Conundrum
University of California Admissions estimates yearly prices one must pay: $15k to 30k in tuition plus $25k of living expenses. In 2022, the US…
Fundamental Analysis in Securities Investing
Published in the Press Banner, Feb. 28, 2025 As legendary investors like Buffett and Templeton remind us, it's not about predicting market...
Taxing the Rich? How the Wealthy Maneuver to Pay Less Than Others
Published in the Press Banner, Feb. 14, 2025 Plans to extend tax cuts focus on reducing burdens for the wealthy and businesses amid rising economic...
Cryptocurrency: The Emperor’s Fine Clothing
Published in the Press Banner, Jan. 31, 2025 With Bitcoin, expect further increases tied to financial uncertainty but know that past performance...
Date the Rate but Marry the House
Published in the Press Banner, Jan. 17, 2025 Boulder Creek Realtor Joyce Rudy, 88, perseveres in a country waiting to see. (Contributed) Buying...
Christians Celebrate Planned Giving
In 2000, religious Americans gave almost four times more money to charity as their secular neighbors and volunteered more than…