How to Tally Your Social Security Benefits
While the Social Security Administration has stopped mailing annual statements, you can still calculate your...
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IRA vs. 401(k): What Savers Should Know
Learn more about these retirement accounts and what to consider when allocating your retirement contributions.
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Retirement Income Planning
Retirement Income Planning For investors approaching retirement, it is important to begin thinking about retirement...
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Health Care Costs Expected to Jump in 2021 - Will your 2021 benefits include telehealth and mental health services?
As we approach the end of the year, employees and employers are both wrestling with changes to employee benefits for...
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Executive Compensation: Equity Compensation for Corporate Executives
When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including...
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Value of a CPWA
According to the Investments and Wealth Institute, the “CPWA® is an advanced professional certification for advisors who...
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What Should California Residents Know About Proposition 19?
On Election Day 2020, California voters narrowly approved Proposition 19 (“Prop 19”), a constitutional amendment...
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3 Tax Strategies to Consider at Year-End
With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider...
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End of Year (EOY) Deadlines Checklist
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and...
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Tax Benefits of Charitable Planning
When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means...
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Appropriate Checklists for Year-End Tax Planning
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers...
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3 Estate Planning Strategies You Should Consider Now
Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate...
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Advanced Tax Planning Ideas - Lumping Charitable Gifts
If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable...
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Year-End Tax Planning
As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most...
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Charitable Giving
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It...
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12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over...
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Working with a Financial Professional: Tips for CPAs and Lawyers
If you're a CPA or a lawyer, you have extensive personal knowledge about taxes or the legal system, but at the same time...
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4 Practices to Avoid in Tax Aware Investing
Tax aware investing focuses on increasing your returns by reducing your tax liability as much as possible. In theory...
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5 Tips to Get Started With Tax Aware Investing
Ultimately, the goal of investing is to try to make as much money as possible, and of course, you don't want to let...
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How to Preserve Your Wealth as You Get Older
As you get older and closer to retirement, your financial practices need to shift slightly as you transition from...
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3 High-Net Retirement Savings Mistakes You Want to Avoid
When it comes to retirement savings, the goal is quite simple for most. To accumulate as much wealth as possible so that...
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Why should you partner with Maheras Wealth Management, Inc.?
Why should you partner with Maheras Wealth Management, Inc.? MIA ZOI are two Greek words which simply translated mean...
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3 Steps to a High-Net Worth Retirement
Saving for a high-net-worth retirement is not always an easy process, but necessary if an investor with a high-net-worth...
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When to Call Me | Times to call your financial advisor
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor...
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Is Your Portfolio Out of Balance?
Is Your Portfolio Out of Balance? How would you rate your current portfolio? In an “up” economy, if you are like many...
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A Mid-Year Financial Review Can Pay Off at Year End
A Mid-Year Financial Review Can Pay Off at Year End Today, many people find themselves inundated by a constant stream of...
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Women and Estate Planning Basics
WOMEN AND ESTATE PLANNING BASICS When it comes to estate planning, women have unique concerns. The fact is that women...
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Estate Planning Checklist
One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to...
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"The good side of stress- How to make stress your friend "
Click to see video for "The good side of stress- How to make stress your friend "
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Outlook 2017: Gauging Market Milestones
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are...
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Don’t Like Where You are Financially? Change Your Behavior
When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior...
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How to Choose the Right Investment Advisor
With the proliferation of investment and personal finance websites, investors have access to a boundless number...
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Investment Planning for an Uncertain World
Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your...
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For Financial Planning Success Consider the Impact of Behavioral Finance
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of...
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