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Knowledge is Power

Diane Robin Johnson, ESQ., J.D.*, CFP® Diane Robin Johnson, ESQ., J.D.*, CFP®

Gain home equity by using this trick

Beyonce and Jay Z recently acquired this $200 million residence in Malibu, paying entirely in cash. Even for this affluent duo, possessing $200 million in ready cash might be a daunting task. It is speculated that they accumulated the necessary funds through a specific method, which can be emulated on a smaller scale.

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Diane Robin Johnson, ESQ., J.D.*, CFP® Diane Robin Johnson, ESQ., J.D.*, CFP®

Women and Money. What I learned working in a domestic violence center in Oakland

Very early in my career I worked as a financial advisor for the employees of a domestic violence center in Oakland. An employee would come out and lead me past the chain link fence, the barbed wired, and all the locks to get into the facility. I would enroll the ladies who worked there up for the retirement plan.

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Diane Robin Johnson, ESQ., J.D.*, CFP® Diane Robin Johnson, ESQ., J.D.*, CFP®

Tax Reduction Strategies for a Business Owner

Which dollar invested reduces the taxes of a business owner the most?..................

Money invested in a profit-sharing plan! Why? No federal income taxes, no state income taxes, AND no self-employment taxes (Social Security and Medicare).

The savings could be as high as:

37% (federal tax savings) + 12.3% (California tax savings) +2.9% (Medicare tax savings) +.9% (Medicare tax savings for those making over $200,000) = Total tax savings 53.1%.

If you are a business owner that is paying to much in taxes, reach out to us today!

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