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New Laws for Businesses in 2017

Happy New Year!  USA Today posted an article yesterday which provides a helpful overview for in business owners as we enter 2017.  Tax implications of decisions implemented are best known in advance.  Check with your tax consultants to ensure you are well prepared to take advantage of these new laws taking effect in 2017. “Joyce […]

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Fiduciary Retirement Accounts

The Department of Labor (DOL) has finalized its much anticipated new fiduciary rule applicable to financial institutions and advisors working with retirement savers. The final version has changed significantly from its proposed form.  These changes impact individual savers, companies providing benefits to employees and the financial industry providing services. Financial planning impacts all three generations in

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Cybersecurity 2017

Our use of the internet has skyrocketed!  When considering our daily activities, it is difficult to imagine a day without access to news, banking, programs and apps that enhance our day.  The topic of Cybersecurity has been a topic of interest for individuals and businesses.  Technology throughout the US and the world is a backbone

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2017 California Business Law Changes

2017 is just around the corner!  Some interesting changes are ahead for businesses in California.  In an article this week published by Gary Quackenbush in The North Bay Business Journal, they ask if we are ready? The list is comprehensive.  Communication about these issues may come from your legal team, your HR department,  or possibly

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The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist

As we prepare for the holiday season, many of us may have traditions that include being with loved ones.  For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms.  Dealing with grief and loss is something most people have to do sometime

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