
CARES Act Planning Tip: Student Loans
For this CARES Act Tip, we will review the suspension of student loan payment provisions in this bill. This affects about 45 million Americans.
For this CARES Act Tip, we will review the suspension of student loan payment provisions in this bill. This affects about 45 million Americans.
Mike Genovese is pleased to announce that he has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers.
You may be in a great position to take advantage of a slight change the CARES Act made to the charitable contribution rules for 2020.
Unprecedented is a word that has been used a lot lately to describe the COVID-19 virus, the impact that it has had on society and the economy, and it is a fitting description of what has been happening in financial markets.
The first quarter of 2020 is ending, and we have a chance to reflect on recent events. This year has already been marked by unprecedented headlines, with COVID-19 at the forefront of it all.
Markets have proven resilient over time and it’s important to maintain discipline and focus on your long-term goals.
Kelly Brothers reflects on the 2008-2009 crisis, and gives his thoughts on the current Coronavirus market volatility.
Here in California, and around much of the country, we have been ordered to "shelter in place". Here are 12 activities to do while sheltered in place.
Following more volatility in the markets centered around the Coronavirus we wanted to reconnect and give our thoughts.
We’ve received a number of calls about the Coronavirus outbreak and thought we’d share our initial thoughts of what the longer-term impact might be on financial markets.
The beginning of a new year (and new decade), can be a great time to reevaluate your financial goals and set new goals for the year ahead
As a sponsor to a 401(k) Plan, fiduciaries have a number of duties and one of the most important ones is to act in the best interest of plan participants and their beneficiaries.
What if you could gift to your adult kids/grandkids and help reduce your tax bill at the same time?
Just a few decades ago, this would have been an unthinkable question for those of us living in the Golden State.
If you haven’t thought about your will and trust over the last few years and made sure these documents were up-to-date, then please keep reading!
Genovese Burford & Brothers is pleased to announce that Kevin Chang has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers.
One popular way to avoid probate is to use a “TOD” account for savings or investments that are outside of a retirement plan account such as an IRA or 401(k).
Here are a few questions to ask when you're thinking about hiring a new financial advisor.