Being smart with money is a skill people of all ages and all walks of life need to possess. To develop this skill takes some practice, just like in tennis and golf. The reality, however, is very different; up to 40% of households in the United States cannot withstand...
As individuals, most of us need to plan for our future. Having a carefully thought out estate plan is an excellent way to ensure you’ve secured your future for yourself and your family. As a high-net-worth individual, you have to be even more aware of your estate...
Word on the tax professional “street” is that tax filing numbers are down across the board so far. That is from data released by software providers (though this year, of all years, I simply don’t understand why somebody would use software), as...
Believe it or not, we have less than seven weeks before federal taxes are due. The deadline is approaching.!Yikes.We have been meeting with clients (including a fair number of new ones, thanks to YOUR referrals — keep them coming!), finding so many wonderful...
Not only are we entering into the thick of tax season in California, we are getting some winter weather complete with rainfall.Meanwhile back at the ranch, the IRS is still recovering from the PREVIOUS shutdown, but the day after Presidents’ Day happens to be...
We at Canberra Company provide college financial planning for parents and students. Our service helps students save up, invest, and gain financial aid to get into their dream college. We also offer financial planning services as well as estate planning. Schedule an appointment with us at (805) 962-1040.