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Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year….

Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips…

In October of this year, it was announced that Social Security benefit payments would see a 5.9% increase in 2022, after a year of higher-than-expected inflation. This is the largest…

The new tax proposal is taking shape, yet we don’t expect to know the final details until later this year. The proposal’s package of tax changes is in the early…

We’re writing to you today to provide insight into the upcoming potential that the Federal Reserve is going to begin tapering (tightening its monetary policy) as early as November of…

First, let’s review short-term vs long-term capital gains, then I’ll discuss how to sell appreciated assets without paying federal income tax. Please note that Capital Advantage is neither an attorney…

Professionals that interact with their clients regularly, such as investment advisors and tax preparers, can often see the decline over time that can come with dementia. We wanted to interview…

Without getting into the weeds of Prop 19, here are 3 main takeaways: 1. The biggest winners are California homeowners aged 55 and older. Qualified homeowners may now move anywhere…

Taking the necessary steps to facilitate a smooth transition and confirm that the transfer of your estate is carried out properly doesn’t need to be incredibly complicated (although it can…