CALIFORNIA FINANCE

California Personal Finance News

Personal finance in California runs on budgeting, saving, debt management and insurance, and coverage here follows all of it. Reporting focuses on the economic factors affecting how individuals and families manage their household money.

California Supreme Court Takes Up USAA Lawsuit

California Supreme Court Takes Up USAA Lawsuit

The court agreed to hear a class action alleging USAA overcharged enlisted policyholders for auto insurance.

Live Poll

Do you trust insurance companies to charge you the lowest fair rate?


Taxes

Taxes

Office Abates $2.4 Million Late-Payment Penalty

The California Office of Tax Appeals found reasonable cause to waive a penalty tied to an inadvertent estimated tax payment error.

Office Abates $2.4 Million Late-Payment Penalty

Insurance

Insurance

Covered California Urges Fresno Residents to Enroll

Covered California officials highlighted 2027 coverage options and expanded state subsidies at a Fresno enrollment event.


Financial Planning

Live Poll

Do you trust that big investment firms buying up financial advisors will serve clients well?

Financial Planning

Modern Wealth Management Raises $200 Million

The Monterey, California RIA aggregator secured hybrid debt and equity financing from funds managed by Centerbridge Partners to fund further expansion.

Modern Wealth Management Raises $200 Million

Investing

Live Poll

Should public pension funds invest retirement savings in climate solutions?

Investing

CalPERS Climate Investments Reach $71 Billion

The largest U.S. public pension reported its climate solutions portfolio grew by $11 billion over the past year.

CalPERS Climate Investments Reach $71 Billion

Saving

Live Poll

Do you support stricter reserve funding requirements for your local homeowners association?

Saving

California Enacts New Rules for Homeowners Associations

New legislation mandates increased reserve funding and streamlines election processes for California homeowners associations.

California Enacts New Rules for Homeowners Associations

More in Personal Finance

This section follows household budgeting, personal saving strategies, debt management and insurance enrollment. Reporting spans from the state capital to the rural counties. The influence of regional housing costs on individual savings and debt levels represents a persistent theme for consumers. Interest rate shifts and changes in the state tax environment are the factors that most frequently alter the financial landscape for residents.