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Making Finances Simple. Changing Lives.

4/24/2025

Planning for Budget Killers

We’re nearly 1/3rd of the way through 2025, so now’s a good time to do a checkup on that budget, and plan ahead for those items that may sneak up on you the rest of this year…

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4/17/2025

Helping You Get a Home Purchase Offer Accepted

It’s still a tough buyer’s market! However, there are ways to give you and your Realtor a better chance at getting your offer accepted. Here’s how we can successfully help you do just that…

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4/10/2025

Where Your Tax Money is Going

It’s safe to say we all don’t like paying taxes. With tax season wrapped up, you might be wondering: Where exactly is all that tax money going?

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3/6/2025

CA Fire & Taxes

First off, our condolences to all those impacted by the fires in California. We wanted to provide tax updates as it relates to those affected…

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2/27/2025

Social Security Fairness Act Payouts

​The Social Security Fairness Act was signed into law on January 5, 2025. Read below to see how this may affect you if you receive a pension…

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2/20/2025

6 Reasons to File Taxes Early

Filing your taxes early comes with several advantages, including the following…

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2/5/2025

Tax & Financial Data for 2025

Here’s our yearly Tax & Financial Data form with 2025 updates.

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12/18/2024

Annual Home Loan Limit Changes

​​2025 will see another increase in limits for conventional home loan limits, which can be very helpful for those considering new financing on a home…

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12/12/2024

Year-End Tax Items

​Below is a list of financial items to review before year-end…

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11/14/2024

Common Home Title Vesting Options

​There are many considerations when deciding how you’ll hold title on your home. Below are some common ways to hold title…

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11/7/2024

Milestone Birthday Financial Tasks

If you have a milestone birthday coming up, consider the following financial changes…

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10/15/2024

Tax Planning on Hold

Year-end is always a popular time for folks to consider their tax planning and corresponding moves. This year may be different…

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10/10/2024

Why Mortgage Rates Increased After The FED Lowered Rates

Just over three weeks ago, the Federal Reserve (FED) cut interest rates by .50%. However, since that time, mortgage rates have notched up by .50%. So why did rates increase after the FED decreased rates?

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9/12/2024

HELOC or Home Equity Loan?

Homeowners looking to access home equity have a number of possibilities, including a cash-out refinance on their existing loan, or deciding between a HELOC and a Home Equity Loan. Which should you choose?

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9/5/2024

83b Election on Stock Options

Folks with stock options often have their employers present them with an 83b election option. What is a Section 83b election and should you file one?

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8/8/2024

Better Rates Ahead?

We’ve all been waiting for interest rates to fall. It’s taken longer than most expected. But are there greener pastures ahead?

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8/1/2024

New Reporting Requirement for Businesses

There’s a new reporting requirement businesses need to comply with in 2024. See below for details and how this may apply to you…

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7/3/2024

10 Factors to Consider When Choosing a Neighborhood

​Where you choose to buy a house is one of the biggest choices you’ll make in life. Below are 10 considerations when selecting your new neighborhood…

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6/26/2024

Stock Selling Strategy in Low Income Years

​The current stock market rally presents opportunities for tax-gain harvesting. See below for details on this strategy…

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5/23/2024

FDIC Insurance Limits to Know

The Federal Deposit Insurance Corporation (FDIC) is an agency of the U.S. government that protects bank depositors against loss of their insured deposits if an FDIC-insurance bank or association fails. It’s important to know how your FDIC-insured funds are protected…

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5/16/2024

Taxes on Roth IRA Withdrawals

​Roth IRA’s have very specific rules in regard to the handling of taxes on withdrawals. There are several nuances to be aware of before taking distributions…

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4/25/2024

Get Home Loan for Tax Deduction?

We’re often asked “Should I get a home loan/mortgage for an added tax deduction?” While this question has many layers, most often the answer is that you should not. We dive in deeper below…

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4/18/2024

Monetary vs Non-Monetary (Property) Donations

​For tax purposes, donations are essentially grouped into two categories:  1) Monetary  2) Non-Monetary (property). Each are handled differently when it comes to your tax return reporting…

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3/7/2024

What To Do When Missing a W2

It’s tax time, so you’re no doubt scrambling to put together all your tax forms. But what do you do if your employer has yet to provide your W2?

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2/29/2024

Strategies for Limiting RMD’s

​Once you reach age 73, Required Minimum Distributions (RMD’s) must be accounted for with certain retirement plans. Below we detail a few ways to limit your RMD’s…

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​​© 2025 Peshke Financial Inc., all rights reserved. NMLS #2244878. DRE #02210589. "Making Finances Simple. Changing Lives." is a registered trademark with USPTO. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It is recommended that you consult with your own advisors for any personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. Individual Licensure (see profiles) - click here. Send Docs Securely - click here. Privacy Policy - click here.