Tax Planning
Fresno Financial Advisor News: Affordable Housing Crisis Challenges
There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing, leaving many first- and second-time homebuyers unable to afford to buy or trade up. Housing permits for new construction have risen throughout the past couple…
Read MoreFresno Financial Advisor News: Student Loan Debt Affects More Than Millennials
Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and, by that point, are putting more money away for retirement. A recent study by the Transamerica Center for Retirement Studies confirms this is true, but…
Read MoreFresno Financial Advisor News: Financial Tips For 2020
The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may want to consider financial…
Read MoreFresno Financial Advisor News: 2020 Tax Changes: What You Need to Know
Overview In November 2019, the Internal Revenue Service announced inflation adjustments for more than 60 provisions for the 2020 tax year. The following is a guide for changes that will affect the greatest number of taxpayers. “While it’s been more than a year since the Tax Cuts and Jobs Act went into full effect, many…
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