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Latest Articles

Retirement

  • Caring for Aging Parents
  • Split Annuity Strategy

Investment

  • How Stocks Work
  • Estimating the Cost of College
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index

Estate

  • And the Executor Is
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • Social Media: Newest Business Liability Risk
  • The Value of Insuring Against Life’s Risks
  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • Life and Death of a Twenty Dollar Bill
  • Countering Counterfeit Currency
  • Weighing the Benefits of Prepaid Debit Cards
  • Your Emergency Fund: How Much Is Enough?
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores

Lifestyle

  • Good Health is Good Business
  • Debt Stress
  • Raising Healthy Children
  • Prevent a Rift: Money Tips for Newlyweds
  • Personal Finance Tips for Military Families
  • Fixed or Variable Mortgage, Which Should You Pick?
 

Contact

Certified Planners, Inc.

Office: 925.553.7200

Fax: 925.553.7775

2333 San Ramon Valley Blvd

Suite 185

San Ramon, CA 94583

hello@certifiedplannersinc.com

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