Blog Archive
The Fear of Running Out of Money Is Real – And It’s Changing How Pasadena Retirees Plan
Sixty-four percent of Americans say they are more afraid of running out of money than they are of dying. Let that sink in for a
Before Tax Day: 5 Strategic Moves California Retirees Should Make Before April 15th
The countdown to Tax Day is on, and if you’re like many retirees I work with here in Pasadena, you might be thinking it’s too
Avoid These 5 Equity Compensation Mistakes at Tax Time
When David, a software engineer at a Pasadena tech firm, sat down with his tax preparer last April, he expected a modest refund. Instead, he
Medicare Premium Surprises: How IRMAA Could Cost You Thousands (And How to Plan Around It)
When Robert called our Pasadena office last spring, he was frustrated and confused. He’d just received a letter from Social Security informing him that his
RSUs vs. Stock Options: Which Type of Equity Compensation Are You Getting (And Why It Matters)
At 56, David thought he understood his compensation package from the technology company where he’d worked for eight years. He knew he had “stock stuff”
Social Security 2026: What the 2.8% COLA and New Earnings Limits Mean for Your Retirement Income
When Maria and Tom walked into our Pasadena office last month, they had the same question we hear from many couples approaching retirement: “Should we