Jerry Sheby, CFP®
 Kirk Sheby

 

Divider

 

5000 East Spring Street
Suite 340
Long Beach, California 90815

(562) 420-7800


Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Related Content

Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.