Live for Today and Plan for Tomorrow | April 2026
Is the United States in a recession, and we just don’t know it? By the time a recession has been declared by the National Bureau of Economic Research, it may … Read More
What Could Go Wrong? Avoiding Retirement Disaster By Using Inverted Thinking | March 2026
We have a friend who, before making a major purchase, will google “problems with (name of item).” He’s discovered that even the most highly rated products and services come … Read More
Why Bonds Can Make Sense in a Diversified Portfolio
When you learn about the basics of personal investing, you hear about stocks and bonds. Most people know that when you buy a stock, you are getting a tiny … Read More
Costly Legal Myths | February 2026
By Richard Weintraub Running a business requires making many decisions, and relying on long-standing legal myths to guide those choices can increase your risk of legal conflict. With that in … Read More
Key Financial Data for 2026 | Living Legacy
This comprehensive reference provides an “at-a-glance” look at the essential numbers you need for the coming year, including: 2026 Tax Rate Schedules: Detailed brackets for single, joint, and head-of-household filers. … Read More
The ALTS Hype Machine | February 2026
Anybody who reads the Wall Street Journal lately will have noticed something unusual: seemingly every other day, the business-related newspaper will feature a special advertising section or large advertisement telling … Read More
Dealing With Complex Co-Ownership Setups | January 2026
What California landlords need to know about nonpayment, evictions, and protecting your rental income Even in a post-pandemic world, nonpayment of rent remains a leading issue for landlords. In 2026, … Read More
When Tenants Stop Paying | January 2026
What California landlords need to know about nonpayment, evictions, and protecting your rental income Even in a post-pandemic world, nonpayment of rent remains a leading issue for landlords. In 2026, … Read More
What Does Your Exit Map Look Like? | December 2025
Most business owners have never exited their businesses before. Just like taking a big trip to a new place requires good planning to truly enjoy it, so too does a … Read More
Consistency Matters | December 2025
When Saving for Retirement, This Success Factor is More Important Than High Income Remember the story of “The Tortoise and the Hare”? This fable, attributed to the ancient Greek writer … Read More