Keeping up with government benefits is a full-time job—on top of the one you already have. Rules change. Eligibility shifts. And missing the fine print could mean missing out on real help. That’s why we’re here. To keep you informed on the things that matter, so you can focus on what matters most: your family. Here’s one of those key updates…
Long-term care insurance (LTC) is a powerful tool to protect your wealth and reduce uncertainty around quality of care late in life—but even for those that have policies many don’t know what their policy covers or how to use it when the time comes.
If you're a caregiver receiving In-Home Supportive Services (IHSS) income, you've probably heard that those wages aren’t taxable—as long as you live in the same home as the person you’re caring for. That’s true for federal taxes. But when it comes to Social Security, the rules shift. Many people are surprised to learn that IHSS income, while tax-exempt, still counts as earned income under Social Security’s rules—and that can quietly reduce your benefits if you file before your full retirement age.
The recently passed One Big Beautiful Bill Act (OBBBA) brings both clarity and complexity to the tax code, and we want to make sure you’re equipped with the highlights.
After eliminating the asset test in 2024, California is reversing course. The 2024–25 budget brings back limits on savings and retirement accounts for Medi-Cal eligibility, and the change could have real consequences for those who rely on this essential coverage.
The Leader’s Blueprint is designed to connect the dots between your business strategy, your personal financial plan, and the legacy you’re building. It’s for entrepreneurs who want to lead with purpose, think long-term, and make smart financial decisions along the way. It’s about building well, living wisely, and leaving something that lasts.