How Does Inflation Affect Your Portfolio?

Discover how inflation can impact your portfolio and learn strategies to help protect your investments.

Retirement PlanningParkshore Wealth ManagementAugust 1, 2024Inflation, Investment Strategies, TIPS, Real Estate, Diversification, Rebalancing, Financial Advisor, Budget, Savings, Scenario Modeling

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

Best Ways to Leave Real Estate to Your Heirs

Here are some of the ways you can leave your home and other real property to your children and grandchildren.

Estate PlanningParkshore Wealth ManagementDecember 15, 2021Real Property, Real Estate, Family Home, Vacation Home, Will, Living Trust, Transfer on Death, Deed

Is It Better to Keep Our Rental Property in Retirement for Income or Sell It?

If you have a rental property, you may be considering selling that property as you go into retirement. There are a few things that you would want to consider before making that decision.

VideoParkshore Wealth ManagementJune 28, 2018Real Estate, rental property, retirement, Retirement Planning