Why Californians Need to Be Ahead of the Game
We all have love for California but as one of the highest tax states, residents often could improve their financial situation by being proactive rather than reactive. Anthony G. Ferreira, Partner and Financial Planner at WorthPointe’s San Diego office, comments on how most Californians could benefit from a better tax strategy:
Read ArticleTax Considerations Before and After Marriage
This is an excerpt from the WorthPointe e-book A Financial Planning Guide for the LGBT Community by Kermit Johns. This resource is provided as a complimentary resource to aid for the community. Before getting married — remembering your status for federal tax return filing depends on your marriage status on December 31 you should determine […]
Read ArticleWhat Business Entity is Right for Your Company?
This article is for individual who are considering opening a business or changing their business entity and are looking for a basic overview of the major types of business entities. To find the best fit for your situation, however, we recommend talking with your financial planner, lawyer and CPA. When you own and operate your […]
Read ArticleFinancially Navigating a Cross-Border Life
As a full-service wealth management advisory firm, WorthPointe advisors weigh in on issues like the ones noted in this article during the planning process. Those who have these one-off challenges would be better served to speak with a local tax lawyer to gain the required advice. As a U.S. citizen married to a non-citizen, or […]
Read ArticleMay Market Commentary: Ignore the Distractions
The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]
Read ArticleTax Considerations for Grieving Women
This is an excerpt from Chapter 4 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]
Read ArticleOrange County Homeowners’ Tax Withholding Insider Tips
If you haven’t read my last two posts about filling out withholding forms and justifying low withholding, please take a look! Next up, I’d like to share some insider tips to make tax withholding work for you, especially if you started off with the wrong withholding rate, or if your income or deductions change during […]
Read ArticleOrange County Homeowners’ Guide To Justifying Low Withholding
If you haven’t read my last post about cutting your federal tax withholding, Orange County Homeowners’ Guide to Cut Your Tax Withholding, please take a look before reading the information below. Once you have your federal W4 ready, your next steps are to file it and to verify you’re getting the savings you expect. The […]
Read ArticleOrange County Homeowners’ Guide to Cut Your Tax Withholding
Do you get big tax refunds every year? Cut them out! This article will show you how. In a following article, I offer to help you fill out your W4 and DE-4, or check your math, for free. (See details to follow; there’s no sales pitch, no obligation of any kind.) Also in a […]
Read ArticleInvesting For Trusts
As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives. Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]
Read Article