Attune Financial Planning

Attune Financial Planning

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Attune means "to bring into harmony". Attune Financial Planning was founded with this purpose in mind. He wants to do the same for you.

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 possible. This shared experience and a passion for helping his clients achieve their goals enable him to deliver thoughtful, timely, and high-quality financial planning advice. Paul has successfully built a financial plan that has allowed him and his family to reach their goals.

Your Retirement Healthcare Roadmap: Six Essential Planning Tips 11/26/2025

https://attunefp.com/blog/your-retirement-healthcare-roadmap-six-essential-planning-tips

Your Retirement Healthcare Roadmap: Six Essential Planning Tips Retirement should be a time filled with purpose, connection, and the freedom to pursue what matters most. But one area that often feels overwhelming for retirees—and increasingly expensive—is healthcare.

New 401(k) Catch-Up Rules Are Coming in 2026: Here’s What You Need to Know 10/27/2025

https://attunefp.com/blog/new-401k-catch-up-rules-are-coming-in-2026-heres-what-you-need-to-know

New 401(k) Catch-Up Rules Are Coming in 2026: Here’s What You Need to Know Beginning January 1, 2026, workers age 50 and older who earned more than a certain amount of W-2 wages in the previous year will be required to make their 401(k) or 403(b) catch-up contributions a Roth (after-tax) instead of pre-tax.

Renting Out Your Home: What Every Homeowner Should Know 09/09/2025

https://attunefp.com/blog/renting-out-your-home-what-every-homeowner-should-know

Renting Out Your Home: What Every Homeowner Should Know Renting out a home today blends financial opportunity with the evolving way people live, travel, and work. However, there are several important things to consider before you decide to rent out your home.

Proposition 19: What It Is and What’s Changed Since 2021 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...

Understanding the “One Big Beautiful Bill” (OBBBA): What Everyday Taxpayers Need to Know 07/11/2025

https://attunefp.com/blog/understanding-the-one-big-beautiful-bill-obbba-what-everyday-taxpayers-need-to-know

Understanding the “One Big Beautiful Bill” (OBBBA): What Everyday Taxpayers Need to Know On July 4, 2025, President Trump signed a sweeping new tax law called the One Big Beautiful Bill Act (OBBBA). It is a wide-ranging package of tax cuts, policy changes, and spending shifts that will affect almost every American household in some way.

Smart Giving: A Simple Guide to Charitable Planning Strategies 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?

How a Non-Working Spouse Can Collect Social Security and Medicare Benefits at 65 03/01/2025

https://attunefp.com/blog/how-a-non-working-spouse-can-collect-social-security-and-medicare-benefits-at-65

How a Non-Working Spouse Can Collect Social Security and Medicare Benefits at 65 If you have never worked outside the home or have not worked long enough to earn the minimum required working credits (10 years of full-time employment) to qualify for Social Security and Medicare on your own, you might be wondering how you will get benefits when you turn 65.

It's Medicare Advantage Plan Open Enrollment Period: What You Need to Know 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...

Essential Tips for Winter Fire Safety 12/06/2024

https://attunefp.com/blog/essential-tips-for-winter-fire-safety

Essential Tips for Winter Fire Safety Winter brings with it so many warm memories, but it is also the season with the most fire hazards. Learn more about how to protect yourself and your family this winter.

What Will Happen With The Economy in 2025? 12/06/2024

https://attunefp.com/blog/what-will-happen-with-the-economy-in-2025

What Will Happen With The Economy in 2025? The results of the presidential election this month indicated that reducing inflation and improving the cost of living was the dominant factor that motivated the majority of voters to elect Donald Trump. But will his policies actually help or hurt the economy?

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San Rafael, CA
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