Read our Estate Planning Overview here if you are just getting started: https://www.amminvest.com/estate-planning-overview/You’ve visited an attorney, got all of your documents drawn up, you have your big binder filled with everything important, now what?Creating an estate plan summary – a… Read More
A New “Senior Bonus” Deduction Beginning with 2025 ReturnsBeginning with 2025 tax returns, there is a new additional deduction for taxpayers age 65 and older. This “Senior Bonus” deduction is up to $6,000 per eligible taxpayer age 65+ ($12,000 if… Read More
Retiring before age 60 is a goal many people work toward — and with the right planning, it can absolutely be achievable. But early retirement comes with financial and tax challenges that don’t always show up in basic retirement calculators…. Read More
You may have heard the term CFP® or CERTIFIED FINANCIAL PLANNER™ used in advertisements or by financial advisers, including us here at American Money Management. If you do not know what these terms mean, or would like to deepen your… Read More
As a new parent myself — my little girl is now 7 months old — I’ve been thinking a lot about the planning opportunities that come with welcoming a child in California. Between maternity and paternity leave, temporary reductions in… Read More
The twin goals of portfolio growth and income generation are central to achieving one’s investment objectives. Our clients want to understand how their portfolio performance will translate into the lifestyle they want in retirement and the legacy they hope to… Read More
“Rule number one: most things will prove to be cyclical. Rule number 2: some of the greatest opportunities for gain and loss come when other people forget rule number one.” Howard Marks At the start of 1980, the list of… Read More
As the year winds down, it’s a great time to review your tax, retirement, and legacy planning strategies. A few rule changes are in effect for 2025, and because timing matters, now is the moment to take a closer look…. Read More
Starting an investment account for your minor child or grandchild can be a great way to jump-start their financial life. An investment account can help fund college costs, support a first car or home purchase, and even jump-start retirement savings…. Read More
Few companies have become as central to our daily lives as Alphabet, the parent company of Google. Founded in 1998 by two Stanford Ph.D. students, Larry Page and Sergey Brin, Google began as a simple search engine. Their goal was… Read More
Read our Estate Planning Overview here if you are just getting started: https://www.amminvest.com/estate-planning-overview/You’ve visited an attorney, got all of your documents drawn up, you