Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we’re going to focus on that second item and how life … Read More
Thinking Through Real Estate Investments In Orange County
When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Orange County clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of … Read More
Accountable Solutions’s Guide to Estate Planning for Digital Assets
Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Orange County area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a tax … Read More
Tom Bass’ Four Common Investment Mistakes
The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Orange County clients be wise about how they are approaching their savings and … Read More
How Orange County Residents Can Donate for Dorian Relief
Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you’ve turned on the news anytime … Read More
Five Productivity Tips for Orange County Busy Bodies
With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More
Estate Planning For Orange County Singles
Many of our Orange County clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more … Read More
A Powerful Example of Tax Planning For Orange County Families And Individuals
It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the winter or early spring. But if you can take … Read More
Two Ways Towards Making Money In Marriage Harmonious For Orange County Couples
Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they put just as much planning (if not far more) … Read More
Four Online Security Moves For Orange County People Right Now
Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in my opinion, that we never go numb to them. +++ There’s no good way to … Read More