The Blog

Many of our Chatsworth, CA clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more … Read More

Sometimes real estate is more art than science. Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling. But there are a few things you should know about — whether you’re a long-time homeowner or just beginning your search. Because buying a … Read More

It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the winter or early spring. But if you can take … Read More

Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they put just as much planning (if not far more) … Read More

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in my opinion, that we never go numb to them. +++ There’s no good way to … Read More

Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Chatsworth, CA parents with multiple kids playing multiple sports among 100 other things). Before you know it and July is almost over. How does it all go by so fast? But if you can find some … Read More

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re probably aware, this fear of economic uncertainty causes anxiety in many … Read More

We’re all still basking in the World Champion US Women’s Soccer Team over here in the New Era Tax & Accounting offices. Pretty amazing to see so much excellence, and on behalf of our country. Here’s to hoping for continued unification within our culture in the aftermath. There’s lots of conversation about different pay scales for the men’s and women’s … Read More

Independence Day is this week. Bombs. Patriotism. Picnics. Barbecue. All those things. I often write about “financial independence” this time of year (yes, I like the puns) … and when I do, invariably I get contacted by a few clients (or former clients), who communicate that they are pretty dispirited about their personal situation, that anything discussing “financial independence” really … Read More

Believe it or not, 2019 is almost halfway over (!). We’re through the summer solstice, the days get shorter from here on out, and here at Team New Era Tax & Accounting we begin to turn our eyes more directly at 2020. We’re pretty thrilled by the opportunity, because it means we get that much more time to take advantage … Read More