Life & Family

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Shepherd’s Pie

Shepherd’s Pie

This week we are featuring a very special and seriously delicious recipe from one of my favorite restaurants, Mission Heirloom in Berkeley, California. They are a new kind of health food shop and cafe dedicated to the simplest of things — a deliciously satisfying,...

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Six Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to?¹While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities...

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Get Paid for Going Green

Tip: DSIRE is a comprehensive source of information on local, state, federal, and utility incentives and policies that support renewable energy and energy efficiency. Source: DSIREusa.org, 2015Americans spent an annualized $142.7 billion on home improvements in the...

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What Is a 1035 Exchange?

Tip: Long-Term Coverage. 1035 exchanges can be used to exchange a life insurance policy, modified endowment contract, or an annuity contract for a long-term care policy. That means that an old life insurance policy may provide coverage for long-term care. Consult a...

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Assess Life Insurance Needs

Tip: Final Cost. Paying for a funeral can be a financial burden on a family. Make sure your estate management will provide your loved ones with sufficient funds to cover this important cost.If your family relies on your income, it’s critical to consider having...

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