Per Stirpes: The Estate Planning Decision You Can't Ignore (2023)
Per Stirpes is a funny and confusing word. But it's wildly important to understand. So we break it down for you here, in plain English.| Define Financial
Per Stirpes is a funny and confusing word. But it's wildly important to understand. So we break it down for you here, in plain English.| Define Financial
If you’re retired or planning to retire in the next decade, Congress just made decisions that directly affect you and your financial future. On July 4th, 2025, lawmakers passed the “One Big Beautiful Bill Act”—an... Continue Reading The post The One Big Beautiful Bill (5 Things Retirees Need to Know) appeared first on Define Financial.| Define Financial
Want to lower taxes in retirement? Here is a step-by-step guide teaching you how to pay Uncle Sam less and put more money in your pocket.| Define Financial
We are a fee-only San Diego financial planner. As a financial advisor, we offer investment management, tax planning, and retirement solutions.| Define Financial
Explore the most popular US statistics on the number of people affected by identity theft & credit card fraud. (Updated for 2022!)| Define Financial
The Define Financial blog is where we teach you how to invest smarter, save more money, reduce taxes, and make smart decisions with your money. The financial information and articles are completely free for you to enjoy.| Define Financial
Making a profit on real estate, stocks, or other investments can significantly shape your long-term financial picture. However, those gains often come with added tax responsibility—especially if you live in a state like California, where... Continue Reading The post California Capital Gains Tax: A Comprehensive Guide appeared first on Define Financial.| Define Financial
Receiving an inheritance can bring both relief and uncertainty. Whether it’s real estate, cash, or investment accounts, inheriting assets often raises questions about taxes, paperwork, and long-term responsibilities. The situation can become even more complicated... Continue Reading The post California Inheritance Tax: What Residents Need To Know appeared first on Define Financial.| Define Financial
In this post, we’ll explain how federal estate taxes are calculated, whether California imposes any additional taxes, and how factors like gifting, trusts, and multi-state property ownership come into play.| Define Financial
What is. aLetter of Instruction is and how do you write one in 2025? Learn more on this page! Plus, grab the free template so you can take action!| Define Financial
An Investment Policy Statement (IPS) is a document that helps you invest your money. Download our free sample IPS and learn why you need one.| Define Financial
Here are 11 wildly simple ways to save money in 2022. I've also included dozens of FREE resources and checklists to help you take action!| Define Financial
If you're evaluating San Diego financial advisors, you'll love this in-depth guide with experts to consider and FREE resources.| Define Financial
These are the 7 best questions to ask a financial advisor in 2025. If you're tired of the same old questions, you'll really enjoy this list.| Define Financial
Learn (step-by-step) how to freeze your credit, what a credit freeze is, and what you need to know to protect your identity.| Define Financial
Easy and free cybersecurity tips to protect yourself online. Learn how to avoid scams and protect your data with these actionable ideas.| Define Financial
Explore the most popular charitable giving statistics (2023 updated!). From the average American to corporations, churches, and schools.| Define Financial
