Fire Damage Property Tax Relief for 2017-18

Santa Rosa, CA – October 12, 2017 at 11:20 PM – The County of Sonoma announced today that William Rousseau, Clerk-Recorder-Assessor, and Erick Roeser, Auditor-Controller-Treasurer-Tax Collector, are working together on identifying and adjusting property values and tax bills on properties damaged by the recent fires in Sonoma County. Mr. Rousseau said, “Once the fires are […]

Insurance Claims

As the heartbreaking devastation in our North Bay Community continues to unfold, we wanted to take a moment to pass along some tips for those who have experienced losses in the past few days. Below are ten considerations from UpHelp.org, a non-profit organization that assists in navigating insurance claims. Additional information is available on their […]

Equifax Security Breach – What you need to know

We are writing to share some information with you about the Equifax security breach, how your assets are protected at TD Ameritrade, and what you can do to protect yourself. Your accounts at TD Ameritrade are protected by the TD Ameritrade Asset Protection Guarantee program. The Asset Protection Guarantee means TD will reimburse you any […]

Brain-Building Meditation

When most people think of the benefits of meditation, they get a vague image of peacefulness and tranquility, a quality of “mindfulness” that contrasts nicely with the distractions and hubub of our modern age.  You might be surprised to find that scientists are finding more tangible benefits to a meditation habit. In one study conducted […]

Willow Creek Commentary: Summer-2017

HEALTH SAVINGS ACCOUNT FOR RETIREMENT Many people don’t realize that a health savings account, or HSA, can be a powerful retirement savings vehicle. The reason is, from a tax perspective, the HSA is unique in that it offers a triple tax benefit: 1. The money you contribute reduces your taxable income 2. Money within an […]

How to Protect Yourself from Online Threats

In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips for consideration to help minimize […]