Blog
What Rising Mortgage Loan Rates Mean for Orange County, California Home Shopping
It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it:866-282-3127 If you’ve comfortably waited around at home thinking you have plenty of time to...
How an Identity Protection Pin Can Save Orange County, California Taxpayers
Here we are, nearing the end of August, looking September and fall in the face. And that calls for a couple tax-related reminders.1. If you’re a teacher... you’re a true Orange County, California hero, which is why I want to make sure you remember that you can claim...
Energy Efficient Home Improvement Kickbacks for Orange County, California Homeowners
I want to start today by sending my thoughts to those suffering and grieving in Maui. You’ve likely heard about the wildfires raging there (the deadliest in more than a hundred years, actually, with search efforts only just beginning). If you’re at all interested in...
Check Payment Alternatives to Consider Now, Orange County, California Friend
Remember when music went digital? No more massive stacks of CDs or worries over scratched discs. You could exchange all of that for your first-generation iPod that fit in your pocket.But if you’re old enough to remember that, you also remember a less-than-legal shared...
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...