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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.

All About Health Insurance

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What is health insurance? Health insurance provides coverage for medicine, visits to the doctor or emergency room, hospital stays, and other medical expenses, if you are injured or sick. There are several different types of health insurance plans, but the most common are the following three: 1) HMO – HMOs provide a wide variety of…

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All About Homeowner’s Insurance

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A homeowner’s policy covers your residence, but you already knew that. What you might not know is that not all homeowner’s policies are created equal. The biggest challenge with homeowner’s (and auto) policies is that the policies are familiar—everyone already has one and thinks they know everything they need to know about it already. Yet,…

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All About Auto Insurance

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You probably think you have a pretty good idea about auto insurance, but little-known tips and tricks can have a dramatic impact on your financial plan.  Most auto policies automatically provide both property liability and bodily injury liability for accidents where you are legally responsible. Auto policies also offer medical payments, collision, comprehensive, uninsured/underinsured coverage,…

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Survive… When Disaster Strikes

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The best financial plans can go up in smoke (sometimes literally) in a matter of seconds. Insurance provides the best defense for situations that are impossible to predict, control, and prevent. But what insurance do you need? And how much should you have? The next few sections will show you how to survive when and…

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Monitor Your Investment Accounts

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In a typical cross-country flight, the plane is on autopilot 98% of the time. Does this mean the pilots are unnecessary? I don’t know about you, but I want an experienced pilot in the cockpit to fly the remaining 2% of time and to immediately take over if there’s a problem. Managing your finances is…

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Invest Using the Investment Strategy that Best Matches Your Personality

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It’s Time to Invest! Now that you’ve created separate investment accounts for each of your major goals, identified the best Investment Strategy based on your Investment Personality, and classified your goals based on their timeframe, it’s time to get down to business. It’s time to invest! To help you reach your goals as quickly and…

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Determine the Initial Timeframe for Each Goal

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You’ve heard the saying, “Time is money,” right? When it comes to investing, it’s absolutely true! The more time you have to reach your goal, the more your investments can help you. But before you can create an asset allocation and start buying mutual funds, you need to determine the initial timeframe for each goal.…

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Match Your Investment Personality with the Corresponding Investment Strategy

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Each Investment Personality requires a specific Investment Strategy. If you have a Hands-Off Investment Personality, you aren’t going to want to read the Wall Street Journal every morning, track the Federal Reserve’s decisions, and perform regular research on your investments. Likewise, if you have a Consumed Investment Personality, there’s no way you’re going to be…

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Discover Your Investment Personality

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What’s Your Investment Personality? Do you read the Wall Street Journal every morning and actively monitor your investments throughout the day? Or do you want as little to do with your finances and investments as possible? Maybe you’re somewhere in between these two extremes… One Investment Personality is no better than another.  They each have…

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Create Investment Accounts for Each of Your Goals

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The First Step to Investment Success If you’ve created your goals, this step should be easy. You’re just going to create separate investment accounts for each of your goals. There are dozens of account types to choose from. For most of your goals, you will want a plain vanilla taxable account or, if you have…

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