Taxing California: Highest in the Nation And Unstable too

California’s major revenue sources have shifted over time. Until 1995, the biggest was property taxes. Today, it’s personal income taxes.

And California ranks fairly high in overall taxation: 10th highest both per capita and as a percentage of personal income, based on the latest available data from the U.S. Census.

May 17, 2018 Judy Lin

Healthy, Wealthy & Wise

When you really think about it, what are the two pieces of finance that can impact someone the hardest? The answer, we think, is budgeting and credit.

So why is it that we don’t learn about these topics in school?  

Jan 10, 2018 Shandra Thomas

Smart Succession Planning Unlocks Your Retirement Funds

As it stands today, roughly 12 million Baby Boomers own some type of small business, the combined value of which is roughly equal to $10 trillion. This comes at a time when the oldest of them have just crossed into their seventies.

Sep 20, 2017 Seth Scholar

How to Protect Your Child From Identity Theft

Alan Brill has scoured computers for intelligence left by Iraqi forces retreating from Kuwait. He has probed a bank in Bosnia suspected of funding ethnically targeted mass murder. He has investigated the work of hackers who got inside the 2008 presidential campaign networks of Barack Obama and John McCain.

What’s on his radar now? Your kids.

Jul 5, 2017 Suzanne Woolley