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4-Step Tax Preparation Checklist to Get Organized
By Nino Pavan, J.D., CFP® Tax season often feels heavier for those nearing or already in retirement. Multiple income sources, required distributions, benefit elections, and

4 Financial Tips to Start 2026 Prepared
By Nino Pavan, J.D., CFP® The start of a new year is a natural time to pause, reflect, and get organized, especially when retirement is

5 Last-Minute Tax Reduction Tips
By Nino Pavan, J.D., CFP® As the year winds down, many Southern California Edison and SoCal Gas employees find themselves asking: “Am I doing everything

Commonly Overlooked Tax Deductions
By Nino Pavan, J.D., CFP® Many people understand the importance of saving on your taxes wherever possible, but knowing when to apply the right tax
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