Today’s topic (bad money habits) calls for a little bluntness… a bit risky, I know, but necessaryfor any Southern California person finding themselves in debt to the IRS. And I’ll give a caveat here and say that what I’m talking about today has nothing to do with…

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re…

Imagine … You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility…

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season. This — on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain,…

The clock is really ticking now on 2020. But before you celebrate, please — for the love of Pete — make SURE that you are getting whatever needs doing done NOW that might affect this year’s taxes. I’ve been banging this drum the last couple…

You’ve probably got a story to tell. The one about how you got to where you are today. It probably involves lots of hard work and sacrifice. And money. Last I checked, people weren’t giving away their Southern Californiahomes and cars. And I bet that you put locks on…

There are two kinds of taxpayers right now. Those who filed their taxes. And, well, those who didn’t. There are MANY reasons why you might be in that second group, and there doesn’t need to be any shame attached to it. But for those who haven’t yet…

So, you got that stimulus check (or, as the government wants to call it, your “Economic Stimulus Payment”)… What next for Southern California families and individuals? Please use these funds wisely. If I could sum up my advice for next steps, it…

We’re almost done with 2019, cue the fireworks. It’s been a tough year for many (including some of our clients), and you might be eagerly looking forward to that calendar change. Shoot, we’re about to set forth into an entirely new DECADE. It’s…

Yep, here we are in March, and that means that it’s GO TIME for taxes. If it takes you a couple weeks to pull things together, and get organized … well, now is a very good time to start the process. We’re here for you with any questions: (714)…