Blog
Could Tax Refunds Be Waiting for You, Orange County, California Taxpayers?
Well, let’s start with some good news on the economic front. After the latest earnings reports, it looks like the GDP is doing better than analysts thought thanks to consumer spending and an aggressive investment attitude by businesses this year. Recession fears...
Tom Bass on Insurance Planning for Life’s Big Changes
Looks like another (and most likely final) fed interest rate hike is expected this week. Curbing inflation never seemed so expensive, am I right?Because your dollar just doesn’t seem to go as far as it used to, being more focused on tracking your money is more...
A Restarting Student Loan Debt Repayment Guide for Orange County, California Borrowers
Man, I love summer. Longer days, time outside in nature, burgers on the grill… scorching hot weather… Okay, so that last part not at all. And the heat continues to turn up across the US and parts of Europe (it was so hot they closed the Acropolis multiple...
Crypto Security Musts for Orange County, California Investors
Remember watching Back to the Future II and thinking hoverboards were going to be the greatest futuristic invention? How about paying for things through an implant in your wrist like the 2012 Total Recall movie? (That’s an idea that might not be so futuristic...
When Your Orange County, California Hobby Becomes a Side Business to the IRS
If you’re like me, you’ve been hearing fireworks going off pretty steadily in your Orange County, California neighborhood over the past week, culminating in the typical grand fanfare around the holiday. Except in parts of the country where fire and smoke have been...
Tax-Loss Harvesting: Why Orange County, California Investors Should Consider It
If you were holding onto hope for Biden’s student debt relief package to shave off some of your student debt, looks like you’ll have to wait a little longer. SCOTUS still hasn’t reached a verdict. Though, they’re getting closer. And while getting some of...
Tom Bass’s Guide for Building an Emergency Fund
Seems like all we’ve dealt with the past few years, economically speaking, is a series of *emergencies*.Adjusting to this new normal, especially in terms of your checking account, and still maintaining a safety net for when unexpected costs arise, isn’t easy.Hard as...
Win or Lose: The Scoop on Gambling Taxes for Orange County, California Betters
If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun one), or tuned into any mainstream sports event for that matter, you’ve probably been blitzed with DraftKings ads.It seems sports betting is more and more common these...
The Clock’s Ticking on the Tax Cuts and Jobs Act
Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Orange County, California schools are on break and our minds are on vacation before our bodies.I say, enjoy the summer slow. It has its place in a healthy life calendar —...
SECURE Act 2.0: RMD Changes & More for Orange County, California Savers
The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...
Your Orange County, California Tax Friend’s Thoughts on Navigating a Banking Crisis
Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...
Bank Failure Lessons Orange County, California People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...