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We recently had the pleasure of attending Super Seminar 2023. With over 40 years of history under the guidance of the California Society of Enrolled Agents (CSEA), Super Seminar sets the standard as a beacon for professional development. Attendance at this event affords participants a wealth of knowledge, tools, and

EXECUTIVE SUMMARY * American Economy: a surprisingly robust start to 2023. * Pandemic cash is running out and student loan forbearance is coming to an end. * Short-term savings and emergency fund alternatives abound; now is a good time to look at how you are holding your money and whether better yielding alternatives

When you think about income in retirement, there are a number of sources you might be able to use. When and how you use these different income streams can have a big impact on your retirement budget; they’re a key part of a holistic retirement plan. Let’s go

When it comes to putting a down payment on a home, the 20% rule may be less important than your personal budget. Ultimately, your ongoing monthly mortgage payments are going to have a much bigger impact on your finances than your initial down payment, so as you think about how

Great Question – Let Ask AI When we asked AI if they are coming for us this is how they responded: If you're asking whether AI will replace jobs or disrupt industries, it's important to note that AI has the potential to both create and replace jobs,