Topic: financial

Video: Innovative Use for a Reverse Mortgage

FREMONT − Host, Sarah Rutan: If you have a child with debilitating college loan debt, one way you can help them is by utilizing a reverse mortgage. Today we’re in Fremont with Diamond Certified Expert Contributor George Duarte of Horizon Financial Associates to learn…Read More

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Documentation for a Mortgage Loan

SEBASTOPOL − Today’s mortgage lenders are more rigorous than ever about vetting borrowers, which is why they require a considerable amount of documentation. To keep the loan process rolling along smoothly, be sure to provide everything that’s requested. Here are…Read More

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Video: Home Loan Documentation Tip

SEBASTOPOL – Host, Sarah Rutan: When it comes to applying for a home loan, don’t overlook the importance of complete documentation. Today we’re in Sebastopol with Diamond Certified Expert Contributor Dan Eichhorn of West-Cal Mortgage to learn more. Diamond Certified Expert Contributor,…Read More

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Video: When to Call a CPA

SANTA ROSA – Host, Sarah Rutan: You may think the only time you’ll need a CPA is when filing your taxes, but there are actually several instances in which an accountant’s insight can be of value. Today we’re in Santa Rosa with…Read More

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Little-Known Instances to Call a CPA

SANTA ROSA – Most people think of a CPA as someone who can help with filing taxes or dealing with the IRS, but there are several other instances where a CPA’s services can be of value. One such instance is when…Read More

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Video: The Value of a CPA

OAKLAND – Host, Sarah Rutan: If your tax return has you in a state of confusion, it may be time to employ the services of a CPA. Today we’re in Oakland with Diamond Certified Expert Contributor Jong Lee of The Lee Accountancy…Read More

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The Value of a CPA

OAKLAND – Many people have difficulty filling out their tax return forms, and for good reason: it’s confusing! However, even though a tax return can be frustrating, it’s not something you should take lightly—the IRS certainly doesn’t, and they won’t leave…Read More

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Video: Understanding 1031 Reverse Exchanges

SAN FRANCISCO – Host, Sarah Rutan: A 1031 exchange can be a beneficial financial tool, but the limited time constraints can make it a difficult feat to pull off. That’s why it’s worthwhile to consider doing a reverse exchange. Today we’re in…Read More

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The Benefits of a Reverse 1031 Exchange

SAN FRANCISCO – IRC Section 1031 exchanges have been around since 1921, but up until 1980, you basically had to buy and sell on the same day, which made it a difficult feat to pull off. After 1984, the rules…Read More

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Video: Understanding Beneficiary Designation

NOVATO − Host, Sarah Rutan: Whether you have or are planning to make a legal will or trust, you’ll need to know some important guidelines regarding beneficiary designation. Today we’re in Novato with Carl Lundgren of Mitchell & Mitchell Insurance Agency to learn…Read More

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