Further Reading
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Fundamentals of Planning ♦ Debt & Budgeting ♦ Mortgage & Real Estate ♦ Tax Planning ♦ Insurance Planning ♦ Investment Planning ♦ Estates & Trusts
Getting Drunk on Debt
Haunted by debt, Sally stands against a bottle of financial troubles. Her night of spending without a thought catches up, as rising bills loom....
Navigating Long-term Care: Hazards and Strategies
Crystal Dunniway manages a charitable home in Scotts Valley for older disabled men, known as The Assisted Living Project. It keeps residents out of...
Can’t Pay the IRS?
Immediate payment makes the IRS go away, but some qualify for one-time penalty abatement or innocent spouse relief. (Shutterstock)What happens if...
Planning for Deficits with Trump and Harris
Ann, Denise, Karen, Kelly, Dee and Marilyn (above left) celebrate Kamala Harris in downtown Santa Cruz, while George and Joanne Stavy, Robin Sukow...
Long Term Care: Hazards and Strategies
“You don’t want to have so much money going toward your mortgage every month that you can’t enjoy life or take care of your other financial...
Your Home, Your Wealth and Your Life Plan
Homeowners pay down mortgages over time and benefit from leveraged investments. (Photo via Shutterstock) “You don’t want to have so much money...
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