Blog
Tom Bass’s Five Simple Second Income Ideas
Ho, ho, ho! Merry…scamming? While we were all busy enjoying our Thanksgiving holiday and shopping all the Black Friday deals at our favorite Orange...
Healthcare Costs in Retirement Orange County, California People Probably Haven’t Thought Of
It’s the week of Thanksgiving. You’ve done your Turkey Day shopping (whew those stores were packed this weekend, right?!). Now what’s left is...
Crypto Form 1099-DA to Make Filing Smoother for Orange County, California Investors
The term “crypto currency” might bring up mixed feelings for you.Optimism? Confusion? Skepticism? Wherever you fall on the spectrum, I want to give...
Year-End Tax Moves to Put Money Back In Orange County, California Pockets
First, let’s address the elephant in the room: The presidential election. I want to recognize that, in the aftermath, you might be on any point of...
2025 Social Security COLA Updates for Orange County, California Retirees
It’s the eve of the presidential election as I write this. There’s a lot of talk about how pivotal this election is for our country. Is it true?...
Presidential Tax Proposals: Non-Partisan Insight for Orange County, California Voters
I hate to be the bearer of bad news, but someone has to say it – Daylight Savings Time is ending this weekend. Unless you live in Arizona or Hawaii...
No Retirement Savings? Ameritax’s Steps to Catching Up
Time is a terrible taskmaster sometimes. Because there often doesn’t seem to be enough of it, especially in the context I’m discussing today: having...
What is a Robo Advisor: Our Guide for New Orange County, California Investors
Our hearts are still aching for those suffering through the devastating storms and hurricanes that have wreaked havoc across the Southeast. The...
Transfer of Wealth Moves Orange County, California People Need to Make Now
If you’re one of the 10 million filers who still opt to receive refunds in the form of a physically mailed check, here’s a good reason for you...








