The Good News for Santa Cruz – March 17, 2026

the past few months, I’ve been hearing a lot of buzz about a proposed tax change that could matter quite a bit for longtime homeowners…

What Happens When Your Parent Dies With a Reverse Mortgage?

You are already dealing with grief. You are managing the paperwork, the funeral, the family. And then someone mentions the reverse mortgage your parent took…

The More Homes on the Market Act: Why This Proposed Tax Change Could Matter for Long-Time Bay Area Homeowners

Key takeawaysThe More Homes on the Market Act would raise the federal capital gains exclusion on the sale of a primary residence from $250,000 to…

The Good News for Silicon Valley – March 10, 2026

just dropped its rankings of the best cities to retire in California, and if you've been thinking the Bay Area is priced out of the…

Intestate Succession in California and Santa Clara County

DISCLAIMERNothing on this page should be considered to be tax, accounting, legal, or investment advice. If you need a referral to an expert in these…

Jimmy Panetta’s March 2026 Remarks About His More Homes On The Market Act

courtesy of Tracy Thu Nguyen, Golden Summit WealthEarlier this week I had the chance to hear Congressman Jimmy Panetta speak at the Evergreen Rotary Club…

A Silicon Valley REALTOR® Built Three Apps With AI, Without Writing a Single Line of Code

FOR IMMEDIATE RELEASEHow Claude AI and a REALTOR®’s Tech Background Combined to Create Avidify, a Free Professional Inspection App for Real Estate AgentsSILICON VALLEY, CA…

The Good News for Santa Cruz – March 10, 2026

just dropped its rankings of the best cities to retire in California, and if you've been thinking the Bay Area is priced out of the…

Moving to Huntington Beach From The Bay Area

you’re thinking about trading your Bay Area routine for a beach-first lifestyle, you’re not alone. I’ve been hearing the same question more and more: “Is…

The Good News for Santa Cruz – March 3, 2026

real estate, I’ve always believed that understanding value is one of the biggest advantages you can have as a buyer or seller...but most people don’t…