Our Blog

Shady Financial Math

As a child, perhaps you can recall your parents cursing that one unkept house on the street bringing down the property value of the entire neighborhood. Our neighbor at the end of the block, we'll call "Tucker" for purposes of this story, was one such example. Tucker...

Life Happens, Need Money?

There are certain life events in which it may be advisable to take an early IRA distribution. Typically, the IRS requires IRA owners to reach age 59.5 before withdrawing funds from such accounts. They will penalize early distributions with a 10% tax, as well as...

Retirees, How To Avoid Taxation On Your Social Security Benefits

Social Security In 1983 Congress legislated that up to 50% of Social Security could be taxed when combined income exceeded certain threshold limits. This ruling came into effect because politicians felt that since half of Social Security Benefits came from...

Frustrated With Low CD Rates? MYGAs Offer Alternative

A quick Google search will show April and October as popular CD (certificate of deposit) renewal months. Currently the national average on a 12 month CD is less than 1%. A further search shows a 5 year CD will barely return more than 1% per year. If you desire more...

Shady Financial Math

As a child, perhaps you can recall your parents cursing that one unkept house on the street bringing down the property value of the entire neighborhood. Our neighbor at the end of the block, we'll call "Tucker" for purposes of this story, was one such example. Tucker...

read more

Life Happens, Need Money?

There are certain life events in which it may be advisable to take an early IRA distribution. Typically, the IRS requires IRA owners to reach age 59.5 before withdrawing funds from such accounts. They will penalize early distributions with a 10% tax, as well as...

read more

Address

1234 Divi St. #1000
San Francisco, CA 94220

Email

hello@divifinancialadvisor.com