Financial New Year’s Resolutions for 2026

Start 2026 with these nine New Year’s resolutions to help refresh your approach to finances in the year ahead.

Financial PlanningParkshore Wealth ManagementDecember 15, 2025New Year’s Resolutions, Goal Setting, Personal Finances, Cash Flow, Tax Planning, Investing, Financial Organization, Insurance, Risk Management, Family Finances, Legacy

Showing Your Love: Year-End Giving and Gifting Strategies

Celebrate National Philanthropy Day with this guide to meaningful year-end giving and gifting.

Charitable GivingParkshore Wealth ManagementNovember 15, 2025Year-End Planning, Tax Strategies, Philanthropy, 529 Plan, Gifting Strategies, Tax-Advantaged Giving, Legacy

Qualifying for Medi-Cal Long-Term Care Without Affecting Your Heirs

If you seek long-term care assistance in California, read this article for tips on qualifying for Medi-Cal while leaving an inheritance for your loved ones.

Estate PlanningParkshore Wealth ManagementJune 14, 2023Medi-Cal, Medicaid, Long-Term Care, California, Inheritance, Legacy

Leaving More than Money: How to Pass Your Values Down to Your Heirs

Your legacy isn’t limited to a financial inheritance. Here are suggestions to pass on your values to your heirs.

Estate PlanningParkshore Wealth ManagementMarch 2, 2022Values, Legacy