News

April 16 is National Healthcare Decisions Day.  If you do not already have your end-of-life planning done, now is the perfect opportunity.  Every adult, and especially seniors, should have their [...]

As tax season is coming to a close, working seniors should be aware of a change to California’s Earned Income Tax Credit (EITC).  For the first time, seniors who work and make $16,750 or [...]

What is a credit report? A credit report is a record of your credit activity and credit history.  There are three major national consumer credit reporting agencies: Equifax, Experian and [...]

Are you searching for affordable housing?  The Project Based Voucher (PBV) Waiting List will be open Monday, April 1, 2019 10:00am through Friday, April 5, 2019 4:00pm. The Contra Costa County [...]

Many people are confused about whether they need an advance health care directive (AHCD) or Physician Orders for Life-Sustaining Treatment (POLST) for incapacity planning.  Only individuals with [...]

It’s tax season, and we are proud to partner with AARP to provide free tax clinics here in our office.  This program offers free, individualized tax preparation to anyone, regardless of age [...]

California has taken steps to increase the number of organ donors in the State.  On January 1, 2019,  A.B. 3211 went into effect.  The new law makes three changes to California’s Advanced Health [...]

Almost everyone gets robocalls or other unwanted telemarketing calls at some point. The number of robocalls has skyrocketed in recent years. There were three million robocalls made to consumers [...]

California State Controller, Betty Yee, recently announced that Californians have over $770 million in cash from unclaimed property.

Many seniors have unsecured debt – either from credit cards, medical expenses, or personal loans.  Americans in retirement now are more likely to have debt and to have high levels of debt than [...]