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We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

7 Savings Tips for Parents and Students During Back-to-School Season

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As the 2020-21 school year begins, students of all ages are facing many changes to their school experiences due to the COVID-19 pandemic—whether transitioning to remote instruction or instituting mask-wearing within school buildings. These changes may exacerbate annual back-to-school stress, as parents and students navigate covering the many back-to-school expenses. To help, understand your opportunities…

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