Dan Costigan 5/6/26 Dan Costigan 5/6/26

Should you be second guessing your advisor's returns?

A helpful checklist to gain more clarity on the what, why and how questions you have for your financial advisor.

Dan Costigan 4/29/26 Dan Costigan 4/29/26

Low Hanging Fruit for Business Owners: 4 Easy Moves to Get Organized & Boost Income

Dan Costigan 4/22/26 Dan Costigan 4/22/26

This Seinfeld Quote Captures the Key to Successful Investing

Dan Costigan 4/15/26 Dan Costigan 4/15/26

Buying cars or equipment for your business? Know these Big 2 Tax Deductions

Dan Costigan 4/13/26 Dan Costigan 4/13/26

Should You File for an Extension on Your Taxes?

Dan Costigan 4/8/26 Dan Costigan 4/8/26

Do retirement plans savings have year-end deadlines? Yes & No. Plan quirks that may surprise you.

Dan Costigan 4/1/26 Dan Costigan 4/1/26

Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!

Dan Costigan 3/25/26 Dan Costigan 3/25/26

What Coupon Clipping Can Teach You About the Decision to Itemize or Take the Standard Deduction

Dan Costigan 3/18/26 Dan Costigan 3/18/26

The Quiet Force Behind Our Financial Decisions

Dan Costigan 3/11/26 Dan Costigan 3/11/26

How to Capitalize on Tax Savings in a Down-Year for Your Business?

Dan Costigan 3/4/26 Dan Costigan 3/4/26

The Top Personal Tax Planning Strategies for High-Income Business Owners

Dan Costigan 2/25/26 Dan Costigan 2/25/26

How Do You Minimize Your Tax Burden in a Banner Year for Your Business? 5 Business Tax Strategies

Dan Costigan 2/18/26 Dan Costigan 2/18/26

How Can You Build Resilience into Your Financial Future?

Dan Costigan 2/17/26 Dan Costigan 2/17/26

Why Do You Need Insurance? The Role of Insurance & 3 Types You Should Consider

Dan Costigan 2/13/26 Dan Costigan 2/13/26

Key Differences Between Federal and California State Income Taxes

Dan Costigan 1/27/26 Dan Costigan 1/27/26

Who Should You Follow to Learn About Building Wealth THE RIGHT WAY??

Dan Costigan 1/20/26 Dan Costigan 1/20/26

California Businesses Are Now Required to Offer Retirement Plans for Employees. Which do you pick?

Dan Costigan 1/1/26 Dan Costigan 1/1/26

3 Key Factors to Consider When Reinvesting Profits Back Into Your Business

Dan Costigan 12/26/25 Dan Costigan 12/26/25

Own a California Business with 1-4 Employees? You NEED a retirement plan in place by December 31st!

Dan Costigan 12/22/25 Dan Costigan 12/22/25

Should You Convert Your Business to a C-Corp? 4 Factors to Consider