How to Tally Your Social Security Benefits Feb 22, 2021 Categories Social Security Benefits While the Social Security Administration has stopped mailing annual statements, you can still calculate your... Read More
IRA vs. 401(k): What Savers Should Know Feb 12, 2021 Categories 401k IRA Learn more about these retirement accounts and what to consider when allocating your retirement contributions. Read More
Retirement Income Planning Feb 9, 2021 Categories Retirement Retirement Income Planning For investors approaching retirement, it is important to begin thinking about retirement... Read More
Health Care Costs Expected to Jump in 2021 - Will your 2021 benefits include telehealth and mental health services? Jan 29, 2021 Categories Healthcare 2021 Healthcare Benefits As we approach the end of the year, employees and employers are both wrestling with changes to employee benefits for... Read More
Executive Compensation: Equity Compensation for Corporate Executives Jan 26, 2021 Categories Equity Compensation Corporate Executives When it comes to executive-level pay or compensation, financial compensation comes in a number of forms, including... Read More
Value of a CPWA Jan 25, 2021 Categories CPWA According to the Investments and Wealth Institute, the “CPWA® is an advanced professional certification for advisors who... Read More
What Should California Residents Know About Proposition 19? Jan 5, 2021 On Election Day 2020, California voters narrowly approved Proposition 19 (“Prop 19”), a constitutional amendment... Read More
3 Tax Strategies to Consider at Year-End Nov 30, 2020 With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider... Read More
End of Year (EOY) Deadlines Checklist Nov 30, 2020 2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and... Read More
Tax Benefits of Charitable Planning Nov 30, 2020 When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means... Read More
Appropriate Checklists for Year-End Tax Planning Nov 30, 2020 What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers... Read More
3 Estate Planning Strategies You Should Consider Now Oct 28, 2020 Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate... Read More
Advanced Tax Planning Ideas - Lumping Charitable Gifts Oct 28, 2020 If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable... Read More
Year-End Tax Planning Oct 28, 2020 As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most... Read More
Charitable Giving Oct 28, 2020 When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It... Read More
What if Oct 22, 2020 What if there was a year that started with the market hitting new highs after a prolonged bull market and the economy... Read More
12 Estate Planning Must-Dos Sep 28, 2020 Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over... Read More
Working with a Financial Professional: Tips for CPAs and Lawyers Sep 28, 2020 If you're a CPA or a lawyer, you have extensive personal knowledge about taxes or the legal system, but at the same time... Read More
4 Practices to Avoid in Tax Aware Investing Sep 28, 2020 Tax aware investing focuses on increasing your returns by reducing your tax liability as much as possible. In theory... Read More
5 Tips to Get Started With Tax Aware Investing Sep 28, 2020 Ultimately, the goal of investing is to try to make as much money as possible, and of course, you don't want to let... Read More
How to Preserve Your Wealth as You Get Older Aug 28, 2020 Categories Wealth Management As you get older and closer to retirement, your financial practices need to shift slightly as you transition from... Read More
3 High-Net Retirement Savings Mistakes You Want to Avoid Aug 28, 2020 Categories High-Net Worth Retirement Savings When it comes to retirement savings, the goal is quite simple for most. To accumulate as much wealth as possible so that... Read More
Why should you partner with Maheras Wealth Management, Inc.? Aug 28, 2020 Categories Wealth Management Why should you partner with Maheras Wealth Management, Inc.? MIA ZOI are two Greek words which simply translated mean... Read More
3 Steps to a High-Net Worth Retirement Aug 28, 2020 Categories High-Net Worth Retirement Wealth Management Saving for a high-net-worth retirement is not always an easy process, but necessary if an investor with a high-net-worth... Read More
When to Call Me | Times to call your financial advisor Jun 26, 2020 Categories financial advisor when to call 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... Read More
Is Your Portfolio Out of Balance? Jun 24, 2020 Categories financial portfolio portfolio rebalancing your portfolio Is Your Portfolio Out of Balance? How would you rate your current portfolio? In an “up” economy, if you are like many... Read More
A Mid-Year Financial Review Can Pay Off at Year End Jun 24, 2020 A Mid-Year Financial Review Can Pay Off at Year End Today, many people find themselves inundated by a constant stream of... Read More
Women and Estate Planning Basics Jun 17, 2020 WOMEN AND ESTATE PLANNING BASICS When it comes to estate planning, women have unique concerns. The fact is that women... Read More
Estate Planning Checklist Jun 17, 2020 One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to... Read More
"The good side of stress- How to make stress your friend " Jun 1, 2018 Click to see video for "The good side of stress- How to make stress your friend " Read More
Outlook 2017: Gauging Market Milestones Feb 6, 2017 In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are... Read More
Don’t Like Where You are Financially? Change Your Behavior Jun 8, 2016 When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior... Read More
How to Choose the Right Investment Advisor Apr 12, 2016 With the proliferation of investment and personal finance websites, investors have access to a boundless number... Read More
Investment Planning for an Uncertain World Mar 24, 2016 Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your... Read More
For Financial Planning Success Consider the Impact of Behavioral Finance Mar 1, 2016 The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of... Read More