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Declining Market

This month’s tip brought to you by Peggy Jane Fisher, RCIP®, CFP® In a declining market, you can sell employer stock held in a 401(k) at today’s cost and repurchase it to reset the cost basis. Thus, setting yourself up in retirement to take advantage of Net Unrealized Appreciation (NUA). There is no 30-day wash […]

Stephanie Bezner

Law Offices of R. Stephen Doan Phone: 310-541-4076 Email: Stephanie@doan-bezner.com Website: www.doan-bezner.com/ 6411 Seabryn Drive Rancho Palos Verdes, CA 90275 PROFESSIONAL SERVICES & EXPERIENCE Stephanie Bezner is a lawyer from Palos Verdes, where she practices law with R. Stephen Doan. In their practice, Stephanie and Steve specialize in estate planning, trusts, trust and probate administration, […]

Drew Davis

IN-HOME CARE Davis In-Home Care, Inc. Phone: 310-297-9127 Email: drew@davisinhomecare.com Website: http://www.davisinhomecare.com 2627 Manhattan Beach Blvd #204 Redondo Beach, CA 90278 PROFESSIONAL SERVICES & EXPERIENCE Davis In-Home Care gives seniors the help they need to remain independent in their own home. Typical services include driving, cooking, housekeeping and companionship. Our trained caregivers also help seniors […]

Thomas A Gray, MBA

Riviera Wealth Management Email:  Tom@Rivierawm.com Website:  Rivierawm.com Phone:  310-375-1300 Fax:  310-375-1391   25+ year veteran of professional financial planning. Tom is a principal and founder of Riviera Wealth Management (RWM) – a fee-based wealth management firm focused on the needs of people experiencing transitions in life. He works with individuals nearing retirement who are concerned […]