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Mindful Money Blog



CA Proposition 19: Changes and Trade-Offs Thumbnail

CA Proposition 19: Changes and Trade-Offs

This is a detailed issue that pushes you in one direction while pulling in another at the same time. Depending what you choose, you may maintain low property taxes, but sacrifice stepped-up basis. Or, you may keep your stepped-up basis, but your family would lose the low-assessed value for property tax purposes.

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Podcast: Mission Matters: Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe Thumbnail

Podcast: Mission Matters: Education, Planning and Mindfulness for Financial Success with Jonathan DeYoe

Financial planning is not about money and the real benefits of financial planning are not financial. At its best, financial planning is about building futures, protecting families, creating legacies and encouraging clients to pursue their passions. Jonathan DeYoe does his best work in the place where Love and Money overlap.

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