Finance

Licensed financial and medical professionals can help We’ve always known certified public accountants and professional fiduciaries can play an important role in our financial health. But a new study shows financial experts like these could also hold a key to clients’ overall health through earlier Alzheimer’s disease diagnoses. Alzheimer’s disease…

Get yours and contact a licensed accounting or fiduciary professional for assistance Your credit can make or break your financial plans for the future. That’s why a federal law—the Fair Credit Reporting Act—now gives consumers the right to request free credit reports every 12 months so you can stay informed…

Tips and resources to educate kids and teens There are the ABCs and 123s, but what about nickels, dimes, and dollars? The Federal Deposit Insurance Corporation (FDIC) and its partners have educational tips and resources available to get kids and teens engaged in financial education. FIVE TIPS FOR KIDS’ FINANCIAL…

Words with Friends, the wildly popular Scrabble-like online game, has become a haven for fraudsters targeting older women and their bank accounts in the proliferating digital world of romance scamming. Anyone who plays WWF—as is it commonly called—or any other online game should be wary of other players who want…

Longtime licensed profession makes sense of finances California has been licensing certified public accountants (CPAs) since 1901. But what do they do, how can you become one, and why does state licensure matter? Accounting as a profession has been around for thousands of years, since the concepts of counting, writing,…

Financial disaster spurs professional regulation It was the go-go 1980s and the economy was as high as the moussed hair, the mall parking garages, and the Hugo Boss shoulder pads. Americans were feeling confident—in a spending mood—and businesses across the board were doing all they could to encourage it. Those…

On March 18, 2020, the Franchise Tax Board (FTB) announced that the state tax filing and payment deadlines have been postponed from April 15 to July 15 to bring some relief to taxpayers in light of the COVID-19 pandemic. https://www.ftb.ca.gov/about-ftb/newsroom/news-releases/2020-3-state-postpones-tax-deadlines-until-july-15-due-to-the-covid-19-pandemic.html On March 20, the U.S. Treasury Secretary Steve Mnuchin announced…

Teaching kids about money along with their ABC’s and 123’s makes a lot of cents. Opinions about how and when to begin teaching children financial basics may differ. The sooner kids learn that money can grow, but money doesn’t grow on trees, will pay off in compounded dividends. Teaching basic…

Nothing can prepare you for the experience of caring for a family member or friend in declining health. You may live far away, lack the appropriate skills, or be unprepared for the emotional burden of caring for another person. A professional fiduciary can help you to ease that burden. Professional…

Going out to buy a $100 pair of shoes or a new golf club took some finagling. After several trips to the grocery store to receive cash back, there was finally enough to pay for the expensive item without tipping off an unsuspecting spouse or partner. Have you ever done…