People in California know that steadily increasing taxes at the federal and state level can be a huge burden for older Americans, but Californians may not even realize that their burden is actually worse than those imposed in many other states across the country....
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Estate Planning
Generational wealth transfer slowly getting underway
People in California may have seen a recent financial news article about the tremendous multi-trillion-dollar inheritance boom that is just getting underway here in the United States. According to a recently published paper, the Baby Boomer generation is set up to...
Developing good financial habits for wise inheritance spending
People in California know how important it is to develop and adhere to smart financial habits, especially in a time of economic turmoil. But spending habits, and even the way people think about money in general, is also influenced by a number of societal factors that...
Retiring in style may no longer be an option for some
Older people in California are in an undeniably awkward predicament when it comes to their retirement. People who have worked their entire lives in order to settle down and enjoy their retirement on their own terms may have seen a lot of their accumulated wealth...
Inheritance can take some getting used to
People in California who are thinking about retirement and beyond, as well as people who expect a sizeable inheritance, should see a recent article in Forbes, which talks about the issues that can unfold when a person receives a life-changing amount of money as...
Estate planning choices should be explained to heirs
Readers here in Sacramento may have seen a recent financial editorial about inheritance, and the people who are faced with tough decisions about where their money should go after their death. This isn't a dilemma for the super-wealthy or those with a substantial...
Inheritance surprises may be in store for many heirs
People in California may be surprised to hear that, even in this economy, a recent survey has shown that well over half of all retirees do in fact have enough money saved up to provide an inheritance to heirs and loved ones. In fact, nearly two-thirds of this...
Talking to kids about inheritance is crucial to success
People in California perhaps read a recent editorial about the importance of preparing the next generation of heirs for their inheritance. The article makes some excellent points about why it's extremely important for people with a substantial estate to educate their...
Californians shouldn’t blow inheritance, but save for retirement
People in California may have seen a recent financial news article about inheritance, and how people who are lucky enough to receive an inheritance plan on using it. In a recent survey of people under the age of 60 who expected to inherit money or assets, most people...
California workers’ pensions could be at risk
People in California may have seen a recent news story about the fight over public employee pensions. The article discussed a pension reform gathering that took place earlier this year in Sacramento, and the possible implications that bringing pension reform to...