US Gateway Investment

04/12/2022

https://fb.watch/clkN_SN0dV/

04/04/2022

Restaurant opportunity in Huntington Beach

04/04/2022

In today’s world of busy probate courts and exorbitant death taxes, the living trust has become a common manner of holding title to real property. The following may be help you understand a few requirements of the title insurance industry of title to property is conveyed to the trustee of a living trust.

12/15/2020

Our Round-Ups are dedicated to bringing you the best links about finance every week. In the December 4 issue, we shared an article about a new mortgage refinance fee which could impact anyone wishing to take advantage of these record-low mortgage rates. To learn more about this 0.5% "adverse market refinance fee," check out this report from Forbes. https://bit.ly/3n8SCBW

Record-low mortgage rates mean there has never been a better time to refinance your home loan. But, starting today, the Federal Housing Finance Agency (FHFA) will begin charging a mortgage refinance fee that could impact the cost of your mortgage. Although the 0.5% fee, known as the “adverse mark

12/05/2020

Prop. 19 changes these rules on parent transfers that take place after Feb. 15

Some parents are transferring property into irrevocable trusts for their children before Feb. 16, to preserve a tax break that will expire when Prop. 19 takes effect in California.

11/25/2020

Wish you and your family Happy Thanksgivings!

11/19/2020

403(b) plans are flexible – Most allow you to change savings vehicles within the plan that best match your risk profile.

See all five things teachers should know about their 403(b):

This summer, I was tasked with overhauling Retirement Homeroom, a National Life website dedicated to helping Educators and School District Employees plan for retirement. Like any project, I started…

10/18/2020

Invest in income properties now or wait?
Let’s talk (714) 720-4501!

More than 6 million households missed their rent or mortgage payment in September, as Congress stalls on coronavirus stimulus aid.

10/13/2020

Primary Residence vs Rental Property

I recently received a question from someone who had put their primary residence into an LLC with a rental property. That wasn’t what their question covered. It was just one of the facts that were given as background. First of all, that’s a big problem and in a minute, I’ll tell you why. But fi...

03/31/2020

This week is National Retirement Planning Week – a great time to help you start laying the groundwork for a better retirement. Check out 5 reasons why you should start preparing now.

Are you ready for retirement? If you're like most Americans, the answer likely is "no." Here are just a handful of reasons why you should start preparing for retirement today.