Category Archive for: Life Changes

Should you act on the CARES Act?

The CARES Act introduced some changes to loans, withdrawals, and Required Minimum Distributions (RMDs) which leaves a lot to be sorted through. There are 3 main topics that pertain to retirement accounts. Are there any changes that should impact your planning or offer an advantage? We will take a closer look. The waiver of Required Minimum Distributions (RMDs)…

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July 2017 – Estate Planning

July’s theme of “Estate Planning” will hopefully either feel like a stroll in the park with an old friend or being in the “front row” of a Radiohead concert with your pals. In either case, now’s the time to examine our relationships and put some ink on some paper. Enjoy this month’s OC Wealth Coach…

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I Want To Be Your Google

Let’s face it. There is so much information available on the internet now that you can find out anything.  From how to say “dumb dog” in Cantonese to how to replace the lights in an off-brand chimney hood over your stove (or maybe those are both just things I look up).  What’s the first thing…

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Did That Just Happen?

Did That Just Happen? What Do I Do From Here? Many things in life are inevitable.  One of those things is change.  Whether we want it to or not, our circumstances will be different in the future.  It might be a new job, a promotion, a child or grandchild, a new home, or some required…

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