(760) 692-5700
Taxes on Inheritance & Estate

Taxes on Inheritance & Estate

In this insightful video, Catherine and Rachel delve into the often-overlooked aspects of inheriting wealth, particularly the implications of taxes on estates and inheritances. They explore crucial topics such as Roth IRAs, the importance of designating beneficiaries,...
Wage Gap

Wage Gap

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. Schedule Free Consultation FREE Webinar: Becoming a...