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Timing RMDs to Lower Taxes: A Retiree’s Guide
By Nino Pavan, J.D., CFP® You spent much of your working life saving money for retirement. Now, as a retiree, you face a different challenge:
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
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