Reason Financial

This Chartr stepped line chart, “Space Race, Season 2,” shows cumulative missions to the Moon for the five most active nations from 1959 to 2024, with NASA as the source. The United States ends at 49 missions, USSR/Russia at 30, China at 9, Japan at 6, and India at 3. A long quiet stretch appears…

Deciding whether to stay in your home or downsize in retirement can be a challenging decision. It’s not just a financial question, but an emotional one, too. You built a life in your home, and you’d like to be able to stay there as you age. However, there are financial and tax considerations around how…

There are plenty of great reasons to sell your home in retirement, and not all of them are financial. Downsizing can help boost your liquid assets and reduce monthly expenses while opening up new opportunities. It may also impact what you leave to your children (and how).   If you’re thinking about selling your home in…

In the huddle of life, you’ve played many roles, From Raiders’ cheers to managerial goals. With a heart full of passion for the game you adore, Your spirit embodied what it means to roar. From managing cabs in New Jersey’s fleet, To ensuring each ride was timely and neat, You navigated challenges with wisdom and…

“I have never been lost, but I will admit to being bewildered for several weeks.” – Daniel Boone Rainy days in San Diego are my trigger to start planning what we are going to do during the summer. Many of the most popular places from Glacier National Park (MT) to Doheny State Beach (San Clemente)…

Just over half of Americans have life insurance in place—meaning the other half risk leaving their families unprotected in an emergency. Of the folks who do have life insurance, many purchase coverage through their employer. While an employer plan is better than no plan, this approach can create problems for both you and your loved…

Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests. That includes your finances. Generally, we recommend divorcing spouses each work with their own financial advisor, that way you know your advisor is looking out for your best interests throughout the process. The following steps…

We recently had the pleasure of attending Super Seminar 2023. With over 40 years of history under the guidance of the California Society of Enrolled Agents (CSEA), Super Seminar sets the standard as a beacon for professional development. Attendance at this event affords participants a wealth of knowledge, tools, and resources that foster growth in…