Tax Reform

Information updated 12-26-2017. Are you ready to read some exciting information about the new Tax Cuts and Jobs Act?  Well, here it is… all the fun tax stuff I know you can’t wait to read […] Read more »

Increasing Your 403(b)/TSA Contributions

If you’re like most teachers, it’s probably been a while since you’ve increased your contributions into your 403(b)/TSA Retirement plan. If this is true for you, give me a call or shoot me an email, […] Read more »

CalSTRS 80/17 Home Loan

Were you one of the many teachers who took advantage of the wonderful CalSTRS 80/17 Home Loan Program that was available a number of years ago? If so… and you haven’t already refinanced out of […] Read more »

FHA Streamline Refinance

Do you currently have an FHA Loan?  Did you acquire the loan before January 26, 2015?  If so, then you’re gonna want to read on. Back in January, the Federal Housing Administration (FHA) lowered the annual […] Read more »

CalSTRS: Contribution Increases

Attention Teachers: You may or may not have heard, but back in June, Governor Brown signed Assembly Bill 1469 which will increase member, employer, and state contribution amounts over the next several years to the CalSTRS program. […] Read more »

How Inquiries Affect Your Credit Score

Every once in a while, I get the question: How do loan inquiries impact my credit score? The good news is that there are new laws that allow consumers to rate shop for credit cards and other type of […] Read more »


Have You Gotten the Call Yet? The IRS Phone Scam is back, full force and effect.   I’ve already received 3 calls from these people since April 15th. One message sounded like SIRI was calling and threatening me […] Read more »

Federal Tax Credit for Solar Energy

For those of you considering installing solar panels on your home in the near future, here is some useful information.  As always, if you have any questions about this tax credit – or any tax […] Read more »

7 Tax Breaks Expiring at the end of 2013

The following 7 tax deductions/credits are currently set to expire at the end of this year.  This means that unless Congress extends these deductions, our 2013 tax returns (which we file early next year), will […] Read more »