Finances
San Diego Humane Society Raises Alarm Over Proposed Budget Cuts in City of San Diego Mayor’s Draft Budget
San Diego Humane Society is voicing deep concern over San Diego Mayor Todd Gloria’s proposed Fiscal Year 2026 budget, which includes a 20 percent — or $3.5 million — cut to the organization’s contract for providing animal services. The nonprofit warns that this level of funding reduction could significantly impact public safety and put animals […]
10 Essential Steps for a Smooth Transition to Retirement
A good friend of mine was recently forced into early retirement by changes at the Federal agency where he worked. Retirement is a major life milestone that requires thoughtful planning and preparation, so I wanted to write about how to properly prepare for such an important change. To ensure a smooth transition, it’s essential to […]
When to Make a Homeowners Insurance Claim: A Comprehensive Guide
Filing a homeowners insurance claim is a critical decision that requires careful consideration. While insurance is designed to protect you financially in times of need, not every incident warrants a claim. Understanding when to file can save you money, preserve your claims history, and ensure you’re making the most of your coverage. Assessing the Situation […]
Taking Over Your Parents’ Finances
I can state from first-hand experience that taking over your parents’ finances can be a challenging and sensitive process. As parents age, they may need help managing their money and bills. This can be especially true if cognitive impairment is occurring. But this transition often comes with complex issues that adult children must navigate carefully. […]
Retiring in San Diego – What about Taxes?
Retirement for most people is a significant milestone. Some can’t bring themselves to stop working, but for others it represents a significant change in both income and lifestyle. Living in a high-cost area like San Diego can bring unique challenges, particularly regarding taxes. It’s essential for retirees — or those on the cusp of retirement […]
Six Common Mistakes Trustees Make
Planning for the distribution of your estate is complex. There are so many variables to consider, like family dynamics, changing values and ever-changing tax rules. It can be easy to simply ignore the planning, but that just leaves your heirs to clean up a huge mess and often causes strife trying to figure out what […]
California Supreme Court Yields to Newsom and Legislature
Removes Taxpayer Protection Act from November Ballot By Jon Coupal, president, Howard Jarvis Taxpayers Association We were shocked and angered by the California Supreme Court’s decision on Thursday in Legislature v. Weber, the outrageous lawsuit filed by Gov. Gavin Newsom and state legislative leaders. The lawsuit asked the court to order the removal of our […]
SEO Scams Can Lead You Astray
As if there wasn’t enough to worry about online, another scam has become increasingly common and a growing concern for financial institutions. SEO scams hijack your search results and take you to websites that look like familiar (especially financial institutions) sites but aren’t. For example, Charles Schwab recently notified advisors who work with them that […]
Dirty Politics Continues from City Hall
If you haven’t seen the recent malfeasance being initiated by Mayor Todd Gloria’s appointed officials, here’s what you should know. There are three guys who appear to be a part of a team effort to create chaos by targeting communities with false campaign literature, coercing family members to initiate lawsuits, and wastefully funding these efforts. […]
So You’re Thinking About an ADU
With San Diego’s aggressive promotion of Auxiliary Dwelling Units (ADUs), the topic of owning rental properties has come up a lot recently. Besides the need for additional housing here (and just about every other major metropolitan area in the country), there are some key advantages to owning rental properties, namely: That said, owning and renting […]
