California residents benefit from relatively straightforward rules regarding state-level inheritance taxes, but that doesn’t mean there are no financial implications to consider.

Define Financial

14.06.2025

California Inheritance Tax: What Residents Need To Know

California residents benefit from relatively straightforward rules regarding state-level inheritance taxes, but that doesn’t mean there are no financial implications to consider.

Define Financial

14.06.2025

California Capital Gains Tax: A Comprehensive Guide

hile every financial situation is different, it’s helpful to understand the broader framework for how capital gains are taxed in California.

Define Financial

11.06.2025

California Estate Tax: Rules, Rates, and Planning Tips

Estate taxes can feel overwhelming—especially when you’re trying to make sense of federal thresholds, property ownership across... Continue Reading

Define Financial

29.05.2025

Letter of Instruction: How to Write One in 2025 [Free Template]

What is. aLetter of Instruction is and how do you write one in 2025? Learn more on this page! Plus, grab the free template so you can take action!

Define Financial

16.04.2025

Investment Policy Statement (IPS) Defined + Free Sample

An Investment Policy Statement (IPS) is a document that helps you invest your money. Download our free sample IPS and learn why you need one.

Define Financial

31.10.2023

Per Stirpes: The Estate Planning Decision You Can't Ignore (2023)

Per Stirpes is a funny and confusing word. But it's wildly important to understand. So we break it down for you here, in plain English.

Define Financial

19.09.2023

Cybersecurity: Little Known Ways to Protect Yourself Online

Easy and free cybersecurity tips to protect yourself online. Learn how to avoid scams and protect your data with these actionable ideas.

Define Financial

16.09.2023

Credit Freeze + Credit Scores: Everything You Need to Know

Learn how to manage your credit report, see your credit score, run a credit freeze, and keep tabs on your credit - all for free.

Define Financial

22.08.2023

How to Lower Taxes in Retirement: A Step-by-Step Guide (2023)

Want to lower taxes in retirement? Here is a step-by-step guide teaching you how to pay Uncle Sam less and put more money in your pocket.

Define Financial

20.06.2023

Letter of Instruction Explained (in plain English!) + Free Template

Quickly learn what a letter of instruction is, in plain English! You can also grab our free template (PDF) so you can take immediate action.

Define Financial

30.11.2022

The 7 Best Questions to Ask a Financial Advisor in 2022

These are the 7 best questions to ask a financial advisor in 2022. If you're tired of the same old questions, you'll really enjoy this list.

Define Financial

30.11.2022

Should I Sell My Stocks Now (+ Free PDF Flowcharts!)

Should you sell your stocks now? I'm answering this (in plain English!), sharing when to sell your stocks, and how to avoid big mistakes.

Define Financial

30.11.2022

11 Insanely Easy Ways to Save Money in 2022 (+ Free Checklists!)

Here are 11 wildly simple ways to save money in 2022. I've also included dozens of FREE resources and checklists to help you take action!

Define Financial

30.11.2022

Credit Freeze + Credit Scores: Everything You Need to Know

Learn how to manage your credit report, see your credit score, run a credit freeze, and keep tabs on your credit - all for free.

Define Financial

30.11.2022

Why Inflation is the Best Investment Benchmark

What is the best investment benchmark? Hint, it's not the S&P 500! Learn why inflation is the best benchmark to evaulate your investments.

Define Financial

30.11.2022

80+ Charitable Giving Statistics & Demographics (2022)

Explore the most popular charitable giving statistics (2022 updated!). From the average American to corporations, churches, and schools.

Define Financial

30.11.2022

Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

Where should I put my money now? Should I max out my HSA? This step-by-step guide will give you all the answers (in plain English!).

Define Financial

30.11.2022

The 7 Best San Diego Financial Advisors (2022 Update) - Define Financial

Are you looking for the best San Diego financial advisor? You're in luck! Today, I'm sharing my list of advisors you might consider in 2022.

Define Financial

30.11.2022

Annuitization Explained: What Does Annuitize Mean + Should You Do It?

I'm explaining annuitization in plain English! Find out if you should annuitize and how these terms are different from an annuity.

Define Financial

30.11.2022

50+ Identity Theft & Credit Card Fraud Statistics (2022)

Explore the most popular US statistics on the number of people affected by identity theft & credit card fraud. (Updated for 2022!)

home›Define Financial›Economy

Define Financial - Economy

The One Big Beautiful Bill (5 Things Retirees Need to Know)

California Inheritance Tax: What Residents Need To Know

California Inheritance Tax: What Residents Need To Know

California Capital Gains Tax: A Comprehensive Guide

California Estate Tax: Rules, Rates, and Planning Tips

Letter of Instruction: How to Write One in 2025 [Free Template]

Investment Policy Statement (IPS) Defined + Free Sample

Per Stirpes: The Estate Planning Decision You Can't Ignore (2023)

Cybersecurity: Little Known Ways to Protect Yourself Online

Credit Freeze + Credit Scores: Everything You Need to Know

How to Lower Taxes in Retirement: A Step-by-Step Guide (2023)

Letter of Instruction Explained (in plain English!) + Free Template

The 7 Best Questions to Ask a Financial Advisor in 2022

Should I Sell My Stocks Now (+ Free PDF Flowcharts!)

11 Insanely Easy Ways to Save Money in 2022 (+ Free Checklists!)

Credit Freeze + Credit Scores: Everything You Need to Know

Why Inflation is the Best Investment Benchmark

80+ Charitable Giving Statistics & Demographics (2022)

Where to Put Your Money Now: A Step-by-Step Guide to Maximize Savings

The 7 Best San Diego Financial Advisors (2022 Update) - Define Financial

Annuitization Explained: What Does Annuitize Mean + Should You Do It?

50+ Identity Theft & Credit Card Fraud Statistics (2022)

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