Real Estate

Informed Decisions Drive Better Outcomes

kelly_metzler

Kelly Metzler Lead Advisor, Principal

Retirement

What’s the Best Retirement Age for High Achievers?

Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.

alex_soderberg

Alex Soderberg Advisor July 30, 2025

Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio

A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.

Popular posts

jeremy_welch

Jeremy Welch Senior Advisor, Managing Principal August 20, 2025

Forget Retirement: Design A Post-Work Life You Actually Love

Redefine retirement as Life After Work. Discover flexible income, purpose, and freedom in your next chapter.

kelly_metzler

Kelly Metzler Lead Advisor, Principal May 9, 2024

California Gift Tax: Everything You Need To Know

Unravel the complexities of the California Gift Tax with our comprehensive guide. Discover who needs to pay, how much, and what exceptions could apply....

chris_hughes

Chris Hughes Lead Advisor, Principal November 30, 2023

Taxes On Inherited Property In California

Understanding inheritance laws and taxes in California is crucial for anyone who finds themselves as a beneficiary of a property. However, these regulations and rates can get complicated quickly.

sydney_kovacs

Sydney Kovacs Advisor January 26, 2024

Understanding California’s Inheritance Tax

Navigating the world of inheritance taxes can be a complex journey, filled with nuances and varying state laws. This intricate financial terrain, which impacts the transfer of assets after a person's...

Key takeaways

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