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TAX SEASON SCAM ALERT

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams. Each year, scammers get more savvy with strategies they use to gain access to other people’s personal information and money.

BENJAMIN WONG HONORED IN FORBES' BEST-IN-STATE WEALTH ADVISORS LIST FOR 2021

Viewpoint Financial Network, a provider of financial services in Pleasanton, CA, announced that Benjamin Wong, CFP®, AIF® has been named to Forbes list of Best-In-State Wealth Advisors for 2021. The list is published on www.forbes.com.

VIEWPOINT FINANCIAL NETWORK IS NOW IN LOS ANGELES!

We are excited to announce our new office in Woodland Hills and the addition of Viewpoint Financial Advisors into the Viewpoint Financial Network!

YOUR GUIDE TO MEDICARE PLANNING

Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected to be $295,000 in today’s dollars? This figure highlights how important it is for you to start planning to manage your health care expenses in retirement.

LAST-MINUTE CHARITABLE GIVING OPPORTUNITIES

December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need for generosity presented by the COVID-19 pandemic, you may be looking for ways to stretch your charitable donations. As always, the use of tax-efficient giving strategies can help them go further.

ARE YOU AN INTELLIGENT INVESTOR?

Despite what you might think, being an intelligent investor is not about your IQ. Rather, it’s learning how to harness emotions and think for yourself. Let’s explore how to do just that, by leaning on Benjamin Graham’s advice.

YEAR-END FINANCIAL PLANNING CHECKLIST

Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a checklist of key topics to think about, including new tax and retirement considerations related to the COVID-19 pandemic.

MEET ANDREW SIDES

Today we want to introduce you to one of our newest financial advisors, Andrew Sides!

ESTATE PLANNING UPDATE: HOW THE SECURE ACT AFFECTS IRA BENEFICIARIES

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the law affects those who inherit individual retirement accounts (IRAs).

FROM THE BRINK OF ECONOMIC CALAMITY TO THE NEW SPECULATIVE EUPHORIA

Yes, the title was meant to be a bit dramatic and entice you to read on.

What a roller coaster of a year 2020 has been, to say the least. I will try and limit my comments to financial issues in this letter and stay clear of the many social issues we are all dealing with concurrently.

In January, we had just come off a strong year economically with solid growth, record low unemployment and an accommodative Fed policy. Everything indicated a green light for the economy.