Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Understanding the Alternate Valuation Date
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
Do you know how long it may take for your investments to double in value?
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The Rule of 72
Ready to test your knowledge of the stock market? (Infographic)
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How Stocks Work
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
Sima Alefi, Wealth Management Advisor of Serenity Financial Planning, and Bill Littlejohn, SVP and CEO at Sharp Healthcare Foundation, discuss why this not-for-profit healthcare organization needs your support now, more than ever, in...
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COVID-19 Heroes of San Diego: Interview with Bill Littlejohn of Sharp Healthcare Foundation
Sima Alefi, Wealth Management Advisor of Serenity Financial Planning, and Bob Morris, Development Officer at Promises2Kids, discuss how you can help this leading nonprofit organization in continuing to provide shelter, protection, and...
COVID-19 Heroes of San Diego: Interview with Bob Morris of Promises2Kids
Sima Alefi, Wealth Management Advisor of Serenity Financial Planning, and Maureen Polimadei, Director of Development at Second Chance, discuss how you can support this San Diego nonprofit organization in helping men, women, and youth...
COVID-19 Heroes of San Diego: Interview with Maureen Polimadei of Second Chance
Sima Alefi, Wealth Management Advisor of Serenity Financial Planning, and Jim Flores, President & CEO at San Diego Food Bank, discuss why this hunger-relief organization needs your help now, more than ever, in continuing to provide...
COVID-19 Heroes of San Diego: Interview with Jim Flores of San Diego Food Bank
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
