January 27, 2019
Jeff talks with FOX40 on how to prevent becoming a tax identity theft victim. Tax identity thieves are ready for tax season, but are you? File as Early as Possible…
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Jeff talks with FOX40 on how to prevent becoming a tax identity theft victim. Tax identity thieves are ready for tax season, but are you? File as Early as Possible…
Jeff talks with KMAX about tips to get rid of that holiday debt. Assess the Damage Go Plastic-Free Click here for a budget worksheet Balance Transfer Start Preparing Now
Jeff talks with Good Day Sacramento about a few exercises to help get your finances in shape. Studies show improving our fitness and our finances top the list of most popular New…
Jeff talks with FOX40 about four important year-end money moves that could lower your taxes and increase your savings. Don’t let the ball drop on your finances as the year comes…
Jeff talks with FOX40 to offer tips to stay ahead of the Grinch. Shoppers are expected to spend more money this year, and scammers are looking for every opportunity to…
Jeff talks with KMAX about #GivingTuesday. A major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities:…
Jeff talks about a major change to the way charitable giving will affect our taxes, thanks to the Tax Cuts and Jobs Act. Resources to investigate charities: CharityWatch | Charity Navigator | Guidestar | BBB Wise…
Jeff talks with FOX40 about about ways you can trick yourself into saving. A good chunk of people have no savings account at all. That’s dangerous territory when the next…
Jeff talks with Good Day Sacramento about planning for the ultimate vacation destination: retirement! It takes time and effort to plan for a summer vacation. Are you taking the same…
Jeff talks with ABC10 about 3 money lessons your soon-to-be scholar should know before move-in day. High school grads are ready to fly the nest, but there are a couple more…
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DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.