Transform Lives with Elevation: Wealth Advisor Position
Wealth Advisor & Financial Planner – Elevation Wealth Partners (hybrid with an office in Sonoma County such as Santa Rosa or Petaluma). Are you an experienced wealth advisor and financial planner that loves helping clients see what is possible with their money so they can live their best lives? Do you enjoy collaborating with like-minded […]
Navigating Obamacare: A Guide to Affordable Healthcare Coverage
Healthcare is expensive if you’re not covered by an employer or if you’ve not yet reached Medicare age. If you’re thinking of retiring early or perhaps just interested in taking some time off between jobs, you’ll be glad to know that there are options available to you through a consumer marketplace and you may qualify […]
Market Review Slides – 1st Quarter 2024
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic.
Age Milestones: Unlocking Financial Opportunities on the Road to Retirement
As you navigate the journey towards retirement, each passing year unveils an array of significant financial opportunities, extending far beyond the mere accumulation of birthday candles. The transition through various age milestones brings new advantages and considerations, shaping the trajectory of retirement planning. 50 years old 55 years old 59 ½ years old 60 years […]
5 Financial Planning Tips for Welcoming a Baby
The birth or adoption of a child is an exciting time. But while you’re picking out the perfect name, assembling the crib or buying onesies, it’s equally important to start preparing financially for your new bundle of joy. In this article we outline five key considerations that can help keep your overall financial plan on […]
Results of 2023 Client Survey – Supporting Maui Fire Relief
We are delighted to share that our 2023 Client Feedback Survey was met with an incredible response. Your willingness to provide us with your thoughts and insights is truly invaluable as we continuously strive to enhance our services. We received a record number of responses with 62 completed surveys. Thank you to those who participated. To show our […]
How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Our interactive exhibit examines market and economic data for nearly 100 years of US presidential terms and shows a consistent upward march for […]
2024 IRS Retirement Plan Contribution and Benefit Limits
The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a retirement plan. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases.
Community leader Barry Mendelson Joins Board of Directors at Youth Homes, Inc
[Concord, California, May 2023] — Youth Homes, Inc., a leading non-profit organization dedicated to providing safe and nurturing environments for at-risk youth, is pleased to announce the appointment of Barry Mendelson to its esteemed Board of Directors. Mendelson’s passion for helping those in need and his extensive philanthropic experience make him an invaluable addition to […]
Tips for Preventing Fraud
Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you can also take action yourself to protect and help secure your information. This checklist summarizes common cyber fraud tactics, as well as security tips and best practices. Some suggestions may be […]
