Posts Tagged: Financial Awareness

Property Tax Bill Made Easy for Orange County Residents

house property
A few weeks ago, Evelyn and I attended an event with the Orange County Treasurer: Shari Freidenrich, CPA. Shari shared four great tools created to help Orange County residents keep track and pay their property tax bills online. We thought that you might find them useful. 1. Sign up for a Property...
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On Your Road to Financial Success, What Car are You Driving?

Car on long road, like a financial journey
Thoughts on the optimal process for achieving your financial goals (spoiler alert: this is our process!) In a word, it’s all about “efficiency.”  I will make the comparison of your financial life to an automobile.  Your financial assets (“money”) are the gasoline in the tank—the fue...
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President Trump’s Unlikely Victory and the Markets

american flag
With the election of Donald Trump as President, we expect a wild ride in the investment markets. Indeed, they are already turning sharply negative due to the uncertainties ahead (recalling that the markets hate uncertainty). Will the new President really build an expensive wall across our Southern b...
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Location, Location, Location! How Asset Placement Can Save You Taxes

Taxes
Asset Placement is a popular discussion among financial planners (we’re a nerdy bunch). Asset Placement is determining what type of account (IRA, Roth IRA, trust, etc.) should hold what type of investment (bonds, US stocks, foreign stocks, real estate, etc.). If you ignore asset placement and you ...
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A Financial Love Note to my Daughters

Mothers across America are anticipating an onslaught of cards, flowers, breakfasts in bed (remember, it’s the thought that matters), and brunches out this Sunday in celebration of Mother’s Day.  My two “bonus” daughters are on the other side of the country and a soon-to-be daughter-in-law b...
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Fundamentals of Financial Awareness

Do you ever feel like you don’t really know exactly where you stand financially? Are you spending too much? Are you saving enough? Are you even moving in the right direction? Every adult should have a basic awareness of their financial position. Two of the best tools to start with are a net ...
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