How Your Financial Plan Can Evolve in the Empty Nest Stage

When the kids leave the house, your life changes. Here are financial tips for adjusting your budget, retirement savings, housing options, and more.

Retirement PlanningParkshore Wealth ManagementDecember 1, 2024Personal Finance, Adult Children, Empty Nester, Budgeting, College Costs, Retirement Savings, Insurance, Housing, Investing, Estate Planning

Take Your Property Tax with You

Proposition 19 can add flexibility for qualifying homeowners who might be concerned about increased property taxes.

Financial PlanningParkshore Wealth ManagementJune 1, 2022Retirement, Property Tax, California, Homeowner, Real Estate, Estate Planning, Inheritance

Should You Help Your Child Buy a Home?

House prices and interest rates are rising, and you might wonder how you can help your kid buy a home in such an environment. Here are four options.

Financial PlanningParkshore Wealth ManagementMay 16, 2022Home Purchase, Housing Prices, Interest Rates, Estate Planning

Year-End Tax Planning Strategies for 2020

This wild year of 2020 is almost to a close. Before you say goodbye, consider these year-end tax planning strategies to help increase your tax savings.

Tax PlanningParkshore Wealth ManagementNovember 12, 2020Estate Planning, Estate Tax, Roth Conversion, IRA, 401(k), CARES Act, Charitable Giving