Policy Shift: Medi-Cal Asset Limits Are Back in 2026
In 2024, California became the first state in the country to eliminate asset limits for their state-based Medicaid program, known as Medi-Cal. Now, less than
Jared OngJanuary 14, 2026
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Prudent Investors Named One of America’s Top Financial Advisory Firms by Newsweek
We are honored to share that Prudent Investors has been recognized in Newsweek’s list of America’s Top Financial Advisory Firms 2026, earning a 4.5 out
Kellie CollierNovember 19, 2025
Could Your Social Security Benefit Increase? New WEP & GPO Changes.
As discussions about retirement and Social Security continue to take center stage, many Americans, particularly public service workers, have advocated tirelessly for legislation that would
Jared OngAugust 20, 2025
The Presidential Election and the Economic Impact
With the upcoming presidential election less than a month away, conversations about the future of the economy are at the forefront of political discussions. The
Kellie CollierOctober 17, 2024
Social Security Cost-of-Living Adjustments for 2024
Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase
Kellie CollierFebruary 28, 2024
How the Corporate Transparency Act Impacts Your Role as Fiduciary
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Jared OngNovember 8, 2023
Secure 2.0 Act: RMD Changes You Need to Know
In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0 Act made massive changes to
Kellie CollierOctober 11, 2023
The Prudent Perspective – Q2 2023
Deep down below the surface of the average conscience a still, small voice says to us, something is out of tune. – Carl Jung A
Jeremy LauJuly 21, 2023
California Tax Extension Announced in the Wake of Winter Storms
In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March
Jeremy LauApril 12, 2023
Bank Failure: Collapse of Silicon Valley Bank and Signature Bank
Financial news outlets are buzzing following the recent collapse of Silicon Valley Bank and Signature Bank. Within less than two days of each other, the
Jared OngMarch 24, 2023