Tax Season Rocks by Cathy L. White, EA Now is the time when taxpayers are focused on filing their 2016 taxes.   How’s it going?  Are you feeling overwhelmed and anxious?  Doing a little planning now can help reduce that anxiety for 2017. Did you over withhold on your taxes?  (Did you loan the government too… Read More


Since there have been Presidents there have been Presidential Politics. And that means there have been political promises. There are some that seem to reside with one party or another. There are some that are non-partisan – meaning a promise that is made by both sides. National security, domestic prosperity, and tax-reform; these head the… Read More


Happy Holidays, The advertisements on the TV are full of holiday themed commercials.  My favorite this year is the WalMart commercial where the children are “freaking out” due to the wonderful gift they opened.  As a parent I can totally relate to wanting my children to Freak Out when they open that special gift they’ve… Read More


There are lots of different types of trusts out there. I wanted to spend a couple paragraphs this week discussing a specific type of trust that’s been in the news lately – Blind Trusts. Let’s start with a definition. Blind Trust – a financial arrangement in which a person in public office gives the administration… Read More


With the National Election just a week away I thought it would be a good time to tell you how to vote. Don’t get all crazy just yet – I don’t want to tell you who/what to vote for, just how to go about voting. A quick look at this year’s ballot shows that there… Read More


Last Tuesday the Social Security Administration announced that the COLA (cost of living adjustment) for this year will be .3%. That equates to an average monthly increase of $5.00. This signals the determination that the cost of living for retired Americans has only increased three tenths of one percent during the last year. By my… Read More


I have some unbelievable news. Unbelievable because none of us ever thought this would happen. It is unbelievable because this news defies conventional wisdom and economic logic; because it defies governmental behavior. And unbelievable because this wasn’t supposed to happen until “Hell froze over.’ Taxes are going down. That’s right. (#micdrop) On January 1, 2017… Read More


I have never been a runner.  Every time I ran, everything hurt.  I never wanted to be a runner.  But something happened last year.  My friend invited me to run a 5K on the beach in Encinitas.  In a moment of weakness, I said yes.  It sounded lovely, going to the beach.  I could relax… Read More


By Cathy White, EA Fall means the end of summer and summer camp for many kids. Did you know there’s a tax credit for that? If your child attended a summer day camp (not summer school or an overnight camp) the cost of that camp may qualify for the Child and Dependent Care Credit. While… Read More


By Cathy White, EA   They say every journey begins with a single step. Your journey to financial well-being is no different. These could also aptly be called steps, because you can more easily take control of your finances one step at a time. Remember, the sooner you start, the sooner you’ll reach your intended… Read More