Category: Finance

For many, it is not the most wonderful time of year. Whether you do your own taxes or get professional help, tax time is usually a stressful time. This is especially true for small business owners and founders. Small business owners have enough to manage with their business throughout the year, but come April they […]

On March 13, 2020 the federal government froze student loan payments as a response to the Covid-19 pandemic. No one could have foreseen that the pause would still be in effect three years later. After the government’s eighth extension of the payment freeze, SoFi, a student loan lender and refinancing company, filed a lawsuit to […]

The Biden administration is straining to enact multiple, overlapping student loan debt relief initiatives. This includes one-time student loan forgiveness initiatives and adjustments, as well as more lasting regulatory reforms that will transform a broad swath of the federal student loan system. But implementation of some initiatives is getting delayed due to budgetary constraints. And […]

There are pros and cons to living anywhere. Before you quit your job (retire), list your house, and move your life across the country, take a deep breath and ask yourself the questions we cover in this post. As a Los Angeles Financial Planner, I often speak with people looking to save on taxes and […]

The IRS has given victims of severe winter storms, flooding, landslides and mudslides in California that began March 9, 2023, until Oct. 16, 2023, to file various individual and business tax returns and make tax payments. Following the disaster declaration issued by FEMA, individuals and households affected by severe winter storms, flooding, landslides and mudslides […]

I had the honor of attending the Forbes Equal Pay Forum a few days ago where the main topic of conversation was—you guessed it—the gender pay gap. Women are still earning 82% of what men do, up from 80% in 2002. Although many ideas emerged during the forum, the discussion centered on how to systemically […]

Would you be surprised to learn that more than a third of adults in the U.S. say they have lied to a partner about their finances? According to a recent study, this includes everything from stretching the truth about spending, to job-related earnings, and the value of savings and investment accounts. The study by Forbes […]

Spring is in the air–and so, apparently, are corporate layoffs. Companies including Microsoft Corp, Amazon, Meta, Pepsi, Boeing, Disney and Goldman Sachs Group have cut thousands of jobs. The information sector, which includes many tech workers, saw employment decline for the third straight month, by 25,000. Finance and insurance, which are affected by rising interest […]

Starting a business is a dream for many people, but investing a considerable amount of money can be daunting. However, starting a business with little or no money is possible with the right mindset and approach. Since March is Women’s Month, I interviewed celebrity publicist and entrepreneur Cathy Cardenas and asked her how she started […]

It is becoming a tradition to share my favorite personal finance books each year and I love to do it. So many great financial minds are sharing their insights and narrowing it down to only five is a challenge. But, here are my favorite personal finance books I recommend you read in 2023: Cashing Out: […]