Peninsula Wealth, LLC

For many of our clients, planning their legacy is a way of expressing their values. Your financial plan should help you support, provide for, and build a foundation for the next generation in a way that gives them every opportunity to thrive and ensures your assets are being utilized in the most efficient manner possible. Learn more about how we approach estate planning: https://lnkd.in/gSQk2wn #estateplanning #financialplanning #legacy

It's not to late to set your financial planning up for success in 2025! Whatever goals or aspirations you set for yourself for the year, we have 8 tips/resolutions to get you closer to achieving all of your financial goals. If they are not already on your list, we encourage you to add them! https://lnkd.in/dK7EmHzy #financialplanning #2025 #resolutions

How much can you withdraw from your retirement portfolio each year? For many investors, the go-to answer is 4%. Read on to explore the different strategies that retirees can use to determine the appropriate withdrawal rates for their portfolios. https://lnkd.in/eCaT3ih4 #retirement #financialplanning #distributions

Your financial planner is not your accountant - but we believe that taxes (and specifically tax minimization) do play a role in how we think about financial planning. Depending on your stage in life, your financial plan and asset portfolio may have a big impact on your tax burden. At Peninsula Wealth, we will work with your CPA (or help you find one) to minimize your tax burden and to ensure the process of filing your tax returns is as seamless as possible. https://lnkd.in/etxuQft #financialplanning #services #taxes

If you're retired, or soon will be, riding out a roller-coaster market can be nerve-racking. Try to hold steady and focus on balancing your investments. https://lnkd.in/gZYiSYM7 #personalfinance #marketvolatility

One of the benefits of the digital age is the freedom that comes from being able to access and manage your important accounts and data from anywhere – but it also comes with risk. And financial accounts are especially vulnerable because they contain not only your personally identifiable information but your literal assets. Read our recent blog post for a few things we recommend to help keep your accounts safe and secure: https://lnkd.in/eD_FHtaQ #security #cybersecurity #financialaccounts

Tax season is coming up fast. Interested in regular updates on filings and deadlines? Check out this daily tracker: https://lnkd.in/eGWXFTw4 #taxseason #personalfinance

Investment strategies help to guide the decisions you make around building a portfolio of investment assets. At Peninsula Wealth, investment strategy is customized to the individual. We will help you build an investment strategy with your particular asset portfolio, your risk tolerance, and your long-term investment goals. https://lnkd.in/enCvY7d #investments #financialplanning

New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries. https://lnkd.in/esq9kWNm #retirement #financialplanning #personalfinance #taxes