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January 30, 2020

10 Years Later, Estate Planning Deja Vu – With a Twist

In 2009, I participated in a panel discussion at the University of San Diego. The panel was sponsored by the Burnham-Moores Center for Real Estate. The conference was covered by the media and the California Real Estate Journal wrote a follow up article on the ideas discussed. The other day, I was flipping through my resources and I came upon that article.
January 27, 2020

Maximizing Your 457(F) Plan

As a key executive, you know that the success of any credit union is determined by the quality of the people who work there. Credit unions, like other organizations, loathe turnover among key people because it leads to a reduction […]