Attune Financial Planning
We are dedicated to helping affluent and high-net worth career professionals develop harmony between their finances and their important life goals. Paul Cordero, founder of Attune Financial Planning, shares many of the same issues and concerns that his clients do. He and his wife have demanding careers, a son getting ready to go to college, a home to manage, and a desire to live their best life p
08/11/2025
https://attunefp.com/blog/proposition-19-what-it-is-and-whats-changed-since-2021
Proposition 19: What It Is and What’s Changed Since 2021 While Prop 19 was originally promoted as a way to help seniors and wildfire victims relocate without tax penalties, it also narrowed the long-standing tax benefits for inherited properties. Over the past five years, the law has evolved further through inflation adjustments and other procedural updat...
05/21/2025
https://attunefp.com/blog/smart-giving-a-simple-guide-to-charitable-planning-strategies
Smart Giving: A Simple Guide to Charitable Planning Strategies Giving to charity is a deeply personal decision—whether it's driven by compassion, legacy, faith, or community. But did you know there are smart ways to give that can also provide significant financial benefits?
02/01/2025
https://attunefp.com/blog/its-medicare-advantage-plan-open-enrollment-period-what-you-need-to-know
It's Medicare Advantage Plan Open Enrollment Period: What You Need to Know Medicare Advantage Open Enrollment period runs from January 1st through March 31st and it allows people already enrolled in a Medicare Advantage plan an opportunity to change to another Medicare Advantage Plan or return to Original Medicare. So, if you are thinking about switching plans, this post w...
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4040 Civic Center Drive Suite 200
San Rafael, CA
94903