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Financial Planning

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

How Are Advisors Compensated?

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How are advisors compensated? Ah, very good question! Let’s talk about the ways an investment advisor or financial planner can be compensated. Hourly Fee. This is the easiest to understand. You get together and pay the advisor for their time. I guess the advantage of this is you control the cost. You know exactly what…

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How I See The World…

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And now, a short screenplay break. FADE IN EXT. WORKSHOP – DAY NAIL Hey there, Hank! How’s it swingin’? HAMMER You know me. I’m swingin’ just fine. NAIL Can you help me? HAMMER Of course, darling. Hammer hits Nail into a large wooden board. NAIL Thanks, Hank! HAMMER Always happy to help. INT. WORKSHOP –…

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When To Be The Financial Driver Or Passenger

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Start your engines . . . Ying and yang. Chocolate and vanilla. Led Zeppelin and The Who. Throughout history, there have always been battles between two competing forces. And now we can add driver versus passenger to that list. Here’s what I mean. Money can create an interesting power dynamic between you (the client) and…

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How To Find A Good Financial Advisor: Part 3

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The remaining four things to look out for… In your quest for a good financial advisor, we know we want to work with a fiduciary, a separate custodian, and someone who has their CFP® designation. Is that it? Not quite, but we’re getting close. Criteria 4 – Stick to the 10,000 Hour Rule Psychologist Anders…

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How To Find A Good Financial Advisor: Part 2

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Pop quiz. Quick, which of the following is not a real financial designation? LifeUnderwriterTrainingCouncilFellow CharteredMutualFundCounselor CertifiedSeniorConsultant CertifiedFundSpecialist They are actually all real! And trust me, I use the term “real” very generously. So what does this mean? It means there are a whole lot of “professional designations” available to financial advisors to make them sound…

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How To Find A Good Financial Advisor: Part 1

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So you want to find a good financial advisor? Okay, that’s great. You want someone to work with you and help you make good financial decisions. Excellent! There’s just one problem. There are hundreds of thousands of financial advisors out there. How are you going to find the one who is right for you? I’m…

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Game Time! Who’s On Your Team?

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You’ll want these three all-stars working for you You can do it! This is the age of information and access. There has never been a better time to take control of your finances yourself than right now. You don’t need help! You can do it all yourself! That sure sounds good, doesn’t it? But it’s…

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Why A 5% Return May Be Better Than A 7% Return

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How could a 5% return be better than a 7% return? You’re about to enter a new dimension, a dimension of sound, a dimension of sight, a dimension of mind . . . Want to impress your friends and advisors? Want to make more money? This lesson is for you. The question is can a…

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How To File Your Taxes

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There are really only three options when it comes to filing your taxes each year. 1.) Don’t file your taxes. Although this one is a real time saver in the short-run, prison can really ruin a perfectly good day. So that leaves just two options. 2.) Do it yourself. For simple situations, you could probably…

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How Do I Know How Much To Pay In Taxes?

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I’ve thought about writing a book called Everything You Need to Know about Income Tax, but it turns out, someone already did. It’s called the tax code, and it consists of rules, explanations, formulas, and opinions on all things related to the federal income tax. You won’t believe how many pages it is. 73,954 –…

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