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Money Beliefs

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

Keeping Up With The Capuchins

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This is the story about two naughty monkeys. Your money is threatened by a Trojan horse that comes in the form of a wide grin, a wink, and maybe a hug. This threat is like a computer virus. It runs without your awareness, takes hold of your operating system, and undermines your intentions. This threat…

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A Few Tricks To Reduce Your Expenses

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Here’s a riddle for you. What’s hard to get but easy to lose? A girlfriend in high school. Sorry, too personal. The real answer is money, of course! Here’s a couple of tips I shared on CBS that may help you cut back a bit without even noticing. 1. Don’t budget. I know, I know.…

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How To Cut Your Expenses with PERK

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Good Morning America loved what I’m about to share with you so much, they had me back three times. Why did they like it? Because it’s an easy and painless way to cut your expenses. All you have to do is PERK. No, I didn’t say twerk. I said PERK. Make a list: The first…

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The True Cost of Something

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Have you seen the $18,000 iPhone? No? Think again. Hold up your smartphone. Are you looking at it? So not only have you seen the $18,000 phone, you bought one. Yup. That sucker you’re holding cost you $18,000. If the latest iPhone is on sale for $500, how much does it cost? What is the…

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Why We Buy: The Psychology of Spending Money

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Why do we buy what we buy? Maybe you have to have a $2,000 Gucci purse. Maybe this is a must-have for you. You wouldn’t possibly carry around something less regal than this. Why? Is the Gucci purse better at carrying your wallet, cell phone, and Advil? Do less expensive purses have holes? Do the…

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