Call us!
(323) 900-0950
Email us!
Meet with us!
Los Angeles, CA


Educate yourself. It’s your money and your responsibility.

Employ Your Nanny the Right Way

Many couples will end up paying for childcare in one form or another. This is especially true for households where both spouses are working and almost certainly true for dual attorney households. At attorney levels of income, especially for partners, most people avoid the second income trap (producing low net income after taxes, child care,...
Read More

Stock Compensation Year-end Checklist 2018: What You Need to Consider

This is the first year-end season when employees with stock compensation must consider the tax changes introduced in 2018 by the Tax Cuts & Jobs Act (TCJA). Fortunately, the new tax law doesn’t make any huge changes in the usual year-end steps that you and your financial advisor should consider when you have stock options,...
Read More

November 2018 Recap: Swimming in a Sea of Red

As I’ve mentioned before, the stock market was lifted to record highs by just a few stocks that have disproportionate weightings. We are talking about Apple, Facebook, Amazon, Netflix, Google and Microsoft, although there were others that helped along the way. Since those stocks are in nearly every technology index fund and major ETF, they...
Read More

Protect Your Retirement Accounts From Your Children’s Creditors, Predators And Divorce

Another little-known fact to most is that an inherited IRA can be preyed upon by an inheriting child’s creditors, predators and divorcing spouse. There is a way however to prevent that from ever happening. The solution is to have a barrier between the retirement account and the beneficiary. This barrier is called a Standalone Retirement...
Read More

Q&A: What are my tenant rights in Los Angeles?

Proposition 10 has failed at the ballot box, leaving the state’s limits on rent control intact. Proposition 10 would have repealed a California law that limits how cities enact rent control. Its defeat is a blow to tenant activists in Los Angeles, and a win for landlords. With the resurgence of cities as centers of...
Read More

Should I Refinance?

I often get this question when screening questions from prospects or during financial planning workshops. Like so many personal finance questions, these are unanswerable without more information provided by the questioner. Should I retire? Should I get married this year? Should I exercise my stock options? These contingent questions are useless when no additional information...
Read More
1 2 3 4 10