Blogs, Vlogs, & Webinars

Explore our blog, vlog, and webinar resources to discover actionable tips and strategies for optimizing your portfolio, reducing taxes, protecting assets, and securing your legacy. Our content covers essential topics like wealth management, estate planning, retirement strategies, and tax-saving techniques to help you make informed financial decisions and achieve your goals. We hope you use us as a regular resource for staying informed with the latest trends and expert advice to confidently navigate your financial future.

Blogs & Vlogs

California’s Progressive Electricity Rates: A Novel Approach to Redistributing Wealth

In 2022, Democrats in Sacramento passed groundbreaking legislation that is reshaping California’s taxation landscape. This legislation introduced a second progressive income tax within the state, but through a unique avenue: restructuring electricity rates. By enlisting the Public Utilities Commission (PUC),…

Super 401K Tax Webinar

We were asked to develop a video class for physicians on the “super 401k” concept, which works just as well for non-health care business owners with the right tax profile. Regular 401(k)s are part of a tax-deductible retirement plan class…

Elite Investing Class, Family Wealth Education Institute

Addressing Downside Market Volatility & Protecting Investments

Are you concerned the next market crash could derail your retirement and plans for your family generational wealth planning? You’re not alone! Join us for this informative video on how the “other half” (actually, much less than half!) invests, with…

Learn to Protect Against Market Crashes, Inflation, & Tax Hikes

https://vimeo.com/467503486They used to say “when it rains, it pours.” Please don’t shoot the messenger! As deeply explored in Dr. Jeff Camarda’s Amazon bestseller The Financial Storm Warning for Investors, headwinds in the 21st Century for retirees and investors may be…

Video: Must Knows About Long-Term Care Insurance

The Importance of Long-Term Care Insurance: Planning for the Future

Long-term care insurance provides crucial financial assistance for individuals facing cognitive issues or needing help with daily activities. This coverage includes services like personal aides, adult day care, and assisted-living facilities, which Medicare typically doesn’t cover for chronically ill individuals.…

Video: Could You Lose the Family Home by Using Government Long-Term Care Benefits?

The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

In July 2021, a 62-year-old woman received a shocking letter revealing an unexpected Medicaid debt of over $77,000 incurred by her deceased 88-year-old mother. This incident sheds light on the often-overlooked consequences of Medicaid estate recovery, disproportionately affecting families relying…

Video: Will These Big Tax Law Changes Harm Your Wealth?

Brace Yourself: Impending Tax Changes and the Uncertain Future

Tackling the labyrinthine maze of U.S. tax regulations to file your return can already be headache-inducing. However, brace yourself for impending tax-related stress emanating from Washington in the near future. By December 31, 2025, crucial elements of the 2017 federal…

Video: Must Knows About Protecting Your Child from Identity Theft

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

In today’s digital age, scammers have found new avenues to exploit unsuspecting victims, including children. Identity theft targeting kids is a growing concern, as criminals can steal their personal information and use it for fraudulent activities, often going undetected for…

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Blogs, Vlogs, & Webinars

California’s Progressive Electricity Rates: A Novel Approach to Redistributing Wealth

Super 401K Tax Webinar

Addressing Downside Market Volatility & Protecting Investments

Learn to Protect Against Market Crashes, Inflation, & Tax Hikes

The Importance of Long-Term Care Insurance: Planning for the Future

The Hidden Impact of Medicaid Estate Recovery: A Burden on Families

Brace Yourself: Impending Tax Changes and the Uncertain Future

Protecting Your Child’s Identity: Safeguarding Against Credit Fraud and Identity Theft

CLICK TO SIGN UP FOR FREE WEBINARS:

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