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Tax-Smart Investing for California Residents
California is known for sunshine, opportunity, and innovation—but it’s also known for having some of the highest taxes in the nation. For investors, that means paying attention not only to how much you earn, but also to how much you keep after taxes. As Senior...
How Malibu Residents Can Maximize Social Security Benefits
For many Malibu residents, Social Security is just one piece of the retirement puzzle. While it may not cover the cost of a Malibu lifestyle on its own, maximizing Social Security benefits can provide a valuable source of reliable income. As Senior Financial Advisor,...
Trusts vs. Wills: What Works Best for Malibu Families
For many Malibu families, building wealth is only part of the story. The other part is protecting it and making sure it’s passed on smoothly to the next generation. That’s where estate planning comes in. Two of the most common tools—trusts and wills—serve different...
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