How to Transfer Your Property Tax Base in California After Age 55

For many homeowners in California, one of the biggest concerns when moving is the potential jump in property taxes. But if you’re 55 or older, there’s good news: thanks to Proposition 19, you may be able to transfer your property tax base to a new home — even if that home costs more than the one yo

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Lending from the Assets You Own: An Alternative Path to Financing

When most people think about getting a loan—whether it's for a home, investment property, or major purchase—they assume their income and job history will be the deciding factors. Traditional lenders typically focus on monthly income, W-2s, and tax returns. But what if you have significant assets a

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