A Californian's Retirement Roadmap: Key Financial Ages You Can't Afford to Miss

A Californian's Retirement Roadmap: Key Financial Ages You Can't Afford to Miss

A Californian's Retirement Roadmap: Key Financial Ages You Can't Afford to MissRic Komarek, CFP®
Published on: 30/08/2025

Your guide to California's key financial ages. From Medicare at 65 to RMDs at 73/75, plus the crucial documents your adult kids need now

Financial Planning
Decoding the New Tax Law: What the "One Big Beautiful Bill Act" Means for Your Retirement

Decoding the New Tax Law: What the "One Big Beautiful Bill Act" Means for Your Retirement

Decoding the New Tax Law: What the "One Big Beautiful Bill Act" Means for Your RetirementRic Komarek, CFP®
Published on: 07/08/2025

A new tax law is here. I've broken down the key changes, from permanent tax cuts to new deductions for seniors, to help you understand what it means for you

TaxFinancial PlanningInvesting
Tax Planning Isn't Just for April: 5 Year-Round Strategies to Protect Your Retirement

Tax Planning Isn't Just for April: 5 Year-Round Strategies to Protect Your Retirement

Tax Planning Isn't Just for April: 5 Year-Round Strategies to Protect Your RetirementRic Komarek, CFP®
Published on: 06/08/2025

Stop the annual tax scramble. Here are 5 year-round strategies to help you plan proactively, manage your tax burden, and protect your hard-earned retirement savings.

TaxFinancial PlanningInvesting
Free Money for Your Kids? Understanding the New Trump Accounts

Free Money for Your Kids? Understanding the New Trump Accounts

Free Money for Your Kids? Understanding the New Trump AccountsRic Komarek, CFP®
Published on: 04/08/2025

The government is offering $1,000 to start a "Trump Account" for eligible kids. Is it a good deal? Here’s a simple breakdown of the pros, cons, and tricky tax rules you need to understand before you contribute

Financial PlanningInvesting