A Story You Should Read

Act as if what you do makes a difference. It does. – William James This might offend you, though I’m not trying to ruffle feathers — however, I will be a bit bold here: Could you be focusing too much attention on your family? Now, far be it from me to suggest that your family isn’t the BEST possible investment … Read More

adminBassA Story You Should Read

In A Sandwich?

"Do not wait; the time will never be ‘just right.’ Start where you stand, and work with whatever tools you may have at your command, and better tools will be found as you go along." – George Herbert If you take a broad view of our culture over the last 50 years (and you do it objectively), you can see … Read More

adminBassIn A Sandwich?

It’s About Halftime

"Time is free, but it’s priceless. You can’t own it, but you can use it. You can’t keep it, but you can spend it. Once you’ve lost it you can never get it back." – Harvey Mackay I have an action item for you in a moment, but before I get there, allow me to explain… You see, one of … Read More

adminBassIt’s About Halftime

What if King George Had Said ‘Alright…’

"Wealthy people get wealthy by not losing money." -Warren Buffett Truly, have you ever considered how history shifts on small decisions? What we celebrate on the 4th was the bravery of men who said [Tom paraphrase] : "If you’re going to tax me, I need a representative. And, since you won’t give me THAT … well, we’re free anyway. Government … Read More

adminBassWhat if King George Had Said ‘Alright…’

Raising Wealthy Children

Always do your best. What you plant now, you will harvest later. – Og Mandino These last couple weeks, I’ve been ruminating on how the rich can "act" poor. And there have been a variety of responses — and the questions: "Tom, fine — but how about what it takes to teach wealthy thinking?" A great question — and the … Read More

adminBassRaising Wealthy Children

Failure To Plan

You have to see opportunity before you can seize it. – Greg Hickman Through the burger-soaked haze of my morning, I’m sitting down to write to you about something important. But before I get there and speaking of burgers, how WAS your weekend? I sure hope it was restful. We business owners don’t enjoy the government-mandated holidays, but at the … Read More

adminBassFailure To Plan

Putting Your Money Where Your Heart Is

"Where your treasure is, there your heart will be also." – Luke 12:34 I’m in a bit of a contemplative mood as I write, this morning. After a restful weekend with friends and family … being out and about, listening to the radio and watching some TV, I’m struck by this question — why is it that so many people … Read More

adminBassPutting Your Money Where Your Heart Is

Costa Mesa Tax Professional Answers, “How Warren Buffett Did It”

"Fortune favors the bold." – Virgil Ah, sweet May. I love it. The birds are chirping and the flowers are blooming. Once the weather begins to get warmer, you see people start thinking about summer and, of course, they want to lose weight to look good in their bathing suits.  Why do so many wait until it gets warmer until … Read More

adminBassCosta Mesa Tax Professional Answers, “How Warren Buffett Did It”

Could There Be a Mistake? We Can Fix It.

"If you don’t like the road you’re walking, start paving another one." – Dolly Parton As I write this on Monday morning, we’re all pretty distracted by the news of the capture and death of Osama bin Laden. It’s a bipartisan moment of gratification — even if it does mean celebrating the death of another human being. In this case, … Read More

adminBassCould There Be a Mistake? We Can Fix It.

Refunds & UN-Automating Your Life

Success is not measured by what you accomplish but by the opposition you have encountered, and the courage with which you have maintained the struggle against overwhelming odds. – Orison Swett Marden Last week, I posted my Note about automating your investment savings. After sending it out, I did some more thinking about the whole notion of automating our lives, … Read More

adminBassRefunds & UN-Automating Your Life