The Blog
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Year-End Tax Planning: Should You Defer or Accelerate Business Expenses?
Before the year comes to an end is the best time for planning ahead for taxes. With advanced year-end tax planning there are several moves you can make to reduce your future tax liability. Some of these include maxing out on deductions, and others involve “adjusting”...
How a Company’s Cybersecurity Practices Impact ESG Ratings
As organizations today implement digitized business models and leverage more and more technological advancements for increased productivity, cybersecurity has become a top concern for individuals and investors alike. Nobody want’s their data leaked, accounts hacked,...
Employee Benefits: Supplemental Health Plans
Imagine that you just started at a new job and HR hands you a document outlining your employee benefits. There is a section of the benefits package called Supplemental Health Plans. These include a number of options with scary sounding words relating to your health...
Getting Outdoors to Touch Grass (or Maybe Even Plant a Tree)
Getting into nature is beneficial in numerous ways—and, typically, is easier than you think! Even for those of us who live in cities. In our ever-increasingly digital world, it’s more important than ever to take a break and spend time in the great outdoors. And...
The Financial Impact of Alzheimer’s: Long-term Care Costs
Did you know over 6.1 million people in California are over the age of 65? Recent studies show that around 840,000 people in California could be living with Alzheimer’s disease by 2025. According to the Alzheimer’s Association, people 65 and older with Alzheimer’s...
Earthquake insurance: What does it cost and is it worth it?
An earthquake can cause expensive damage to your home when it happens. If you live in an earthquake-prone area, like San Diego, you may want to consider obtaining earthquake insurance to protect you should the worst happen. In this article we’ll take a look at the...