Alex NewmanSep 24, 20232 minIs Social Security Taxable? A Simplified GuideNavigating through the intricacies of Social Security can be overwhelming, especially when it comes to the question, "Is my Social...
Alex NewmanSep 22, 20232 minWhat Do I Do With the 401(k) From My Old Job?Life moves quickly, especially in the professional realm. As we transition between careers or jobs, we often find ourselves with remnants...
Alex NewmanSep 21, 20232 minNavigating Market Volatility During Election SeasonsElection seasons, regardless of the country, are often marked by heightened emotions, passionate debates, and an influx of media...
Alex NewmanSep 20, 20232 minNavigating Retirement Tax Planning in Temecula: Key ConsiderationsAh, the golden years of retirement! They arrive with the promise of leisure, exploration, and perhaps even a bit of Temecula wine country...