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Friday, September 16, 2022

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious...

 

Wednesday, September 14, 2022

I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...

 

Monday, September 12, 2022

September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...

 

Monday, September 12, 2022

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 27.3 million...

 

Monday, September 12, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

 

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Thursday, September 1, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs....

 

Thursday, September 1, 2022

Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...

 

Wednesday, August 31, 2022

Schools across the nation are getting back to business. For students, it’s a return to education after vacations, summer jobs, and other activities.For parents, grandparents, and guardians, “back to school” often...

 

Wednesday, August 31, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

 

Thursday, June 9, 2022

Hi, everybody, it's Jason Stone with the Secura Minute. Today is just a quick reminder that we are just about in California, 30 days away from the CalSavers requirement. So if you have five part-time employees, five full-time...

 

Thursday, June 2, 2022

Hello, everybody, it's Jason Stone with the Secura Minute, and today I wanted to celebrate the 100th Trading day of 2022. It's been an incredible year to say the least with the stock market really taking it on the chin. One of the...

 

Monday, March 28, 2022

 

Monday, March 21, 2022

 

Monday, March 14, 2022

 

Tuesday, February 22, 2022

June 30, 2022, is the date by which nearly every employer in the state will need to either register with the CalSavers program or have their own qualified retirement plan in place to be exempt from participation. Learn more.