Aloha Fridays is back where we’re diving into some of what has been happening in the real estate in San Diego and the stock market. We also talk about ways to save tens of thousands of dollars with a unique retirement planning strategy.

Life happens and sometime the unexpected early death of a family member can have a major impact on the rest of the family – both emotionally and financially.

Protecting your loved ones is one of the many things you can do by simply planning ahead. A term life insurance policy is a great way to ensure your family will be better financially secure.

Use this free income vs. expenses worksheet to start 2021 off on a solid financial foot.

Business owners, doctors, dentists and attorneys are some of the highest paid individuals in the workforce. They also pay the most in taxes.

To reduce taxable income, they implement a little know retirement savings plan - allowing them to deduct hundreds of thousands of dollars while stock piling their savings for retirement.

Ever wonder how you can reduce your tax liability? Sometimes you’re able to use a strategy called Tax-Loss Harvesting to reduce your “earned” income from your non-retirement accounts.

President-elect Joe Biden and his incoming administration have talked at length about making changes to the tax code.

In part, what this means is estate, inheritance and gift tax exclusions are expected to change and perhaps revert back to rates similar to what we saw before the Tax Cuts and Jobs Act of 2017 became law.

Trusts can be a great tool to mitigate higher estate taxes. Follow the link in the comments below to see how smart medical professionals are using them as a way to plan ahead.

What amounts are you allowed to put away for retirement? Here are the updated limits from the IRS.

How has the market reacted to elections in the past? The answer may surprise you.

With the 2020 election so close, Skyler Stokes, AIF®, CRPS® and Chad Voisen have been getting questions around how the stock market or real estate market will be impacted if things change in Washington DC. Skyler dives into the history and statistics of the stock market during election years and Chad explains how things may be affected in the real estate market with changes in interest rates.