Shifting the Culture Wealth Partners LLC

Shifting the Culture Wealth Partners LLC Shifting the Culture Wealth Partners recognizes the value and importance of ‘seeing yourself’ in the professionals you work with.

Professionals that honor the history, humanity, and cultural experiences of the individuals they serve.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/14/2022

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Have a kid heading off to college? Here are a few tips.
10/12/2022

Have a kid heading off to college? Here are a few tips.

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Are you worried about outliving your retirement savings? You are not alone.
10/10/2022

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
10/07/2022

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight in...
10/07/2022

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.

Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation.

Many have heard they should avoid probate; do you understand what probate is and how it works?
10/05/2022

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/03/2022

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

If you died, what would happen to your email archives, social profiles, and online accounts?
09/30/2022

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/28/2022

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
09/26/2022

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Three tips for giving smart from the heart.
09/23/2022

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Have you considered how long-term-care costs could affect your retirement budget? Find out more.
09/21/2022

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

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3680 Wilshire Boulevard
Los Angeles, CA
90007

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