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Estate Planning – What to Expect in 2022

Estate Planning – What to Expect in 2022

 Click on the image above to view this video. In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the...

Stock Market Update 8/4/2021

Stock Market Update 8/4/2021

 Click on the video above to watch August's Market Update. Stock Market Update 8/4/2021 In this informative yet brief market update, Steve Wolff discusses amazing stock earnings, the Delta Variant and mortgage rates. Transcript below: This is Steve Wolff, and we're...

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