Tom Bass’ Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven’t worked with us before the year is over, and we aren’t able to make … Read More

adminBassTom Bass’ Key Points On How To Make Sound Financial Decisions (Part 2)

Tom Bass’ Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

adminBassTom Bass’ Common Financial Mistakes (Part 1)

Tom Bass’ Five Key Elements For Setting Smart Business Goals

When I sit down with my business owner clients (whether in person or on the phone), we try to look at EVERY aspect of their business, not just their books. And there is often great clarity when we peek at what is *behind* the books (marketing, sales, management, asset management, etc.). The good news for my business owner clients is … Read More

adminBassTom Bass’ Five Key Elements For Setting Smart Business Goals

Should Orange County College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

adminBassShould Orange County College Students Invest In The Market Or Pay Off Student Loans Early?

Tom Bass’ Price War Strategies: Three Reasons To Raise Your Prices

I take a look around the small business world sometimes, and I get a little sad. It’s heartbreaking to watch small businesses in Orange County go out of business or not bring home enough bacon simply because they get trapped into thinking about their pricing in the wrong way. When you differentiate yourself based on price, you simply cannot provide … Read More

adminBassTom Bass’ Price War Strategies: Three Reasons To Raise Your Prices

Getting Your Mental State Out Of Fear And Anxiety By Tom Bass

I might be wrong, but I get the sense that many of my friends and clients in Orange County are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on … Read More

adminBassGetting Your Mental State Out Of Fear And Anxiety By Tom Bass

Six Steps To Debt Recovery By Tom Bass

Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery. The slow onset of these hurricanes is a mixed bag, isn’t it? We prepare for … Read More

adminBassSix Steps To Debt Recovery By Tom Bass

Five Steps To Help Orange County Families And Individuals Prepare for Financial Emergencies

With Hurricane Florence barrelling towards the southeastern United States, I’m reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of thing against which I’m always on guard on behalf of my Orange County clients, family, and friends. There’s … Read More

adminBassFive Steps To Help Orange County Families And Individuals Prepare for Financial Emergencies

Three Key Money-Management Tips For College Students In Orange County

So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session in Orange County — which for some parents is something to celebrate, and others something to mourn. Or a little of both! And for the college-aged students among us, new … Read More

adminBassThree Key Money-Management Tips For College Students In Orange County

Implement Tom Bass’ Tax Planning Strategy To Pay Less On Taxes This Year

It’s true — there are certain people for whom this note doesn’t apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point considered it), you are probably in the second group: those who would … Read More

adminBassImplement Tom Bass’ Tax Planning Strategy To Pay Less On Taxes This Year