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Month: February 2026

Making the best of retirement: 7 disciplines

As many of us have often found, if we have too much time, time just seems to slip away.

Published February 26, 2026
Categorized as Louis Valdez of Westlake Village, CA

7 ways to minimize audit risks

It’s impossible to bulletproof a tax return completely, and high-income taxpayers will come under more scrutiny simply because of their income.

Published February 24, 2026
Categorized as Louis Valdez of Westlake Village, CA

What to do when someone Dies

Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court.

Published February 4, 2026
Categorized as Louis Valdez of Westlake Village, CA

How expensive is College today?

We discuss the steps you can take that will ease the financial burden of college.

Published February 4, 2026
Categorized as Louis Valdez of Westlake Village, CA

Recent Posts

  • Making the best of retirement: 7 disciplines
  • 7 ways to minimize audit risks
  • What to do when someone Dies
  • How expensive is College today?
  • 5 Retirement Questions You Should Ask Yourself

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