Further Reading
Learn more about your financial interests.
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…
Accounting for Your Financial Plan
Expect income statements, balance sheets and statements of cash flow not just in business and rental financial statements, but in…
Divorce Planning Challenges
Stable marriages finance families; financial disputes disrupt. 43% of first marriages fail in America. As a widower and divorcee…
Getting Drunk on Debt
Calmed with numbers, the beady-eyed accountant turned off lights to concentrate on the bottom line, red or black: “Sally, you owe…
Planning for Deficits with Trump and Harris
Behold: the CFP as economist advising you! Your psychology and economic perspective define your plan but the planner shares…
Long Term Care: Hazards and Strategies
As my parents suffered lingering deaths from cancer and Alzheimer’s, they appreciated long-term care insurance, and their purchase enlarged my…