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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 ..
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 ..
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 ..
Four Great Summer Tax Moves For Folks in Orange County

Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities (my ..
Tom Bass’ Parents’ Guide For Telling Their Family’s Financial Story

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member ..