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151 Kalmus Drive, Suite C-150 

Costa Mesa, CA 92626 
(714) 850-0534 

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Desert Office:

77-564 Country Club Drive #150

Palm Desert, CA 92211

(760) 350-5049

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July 30, 2019

You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you benefit yourself as well.

April 4, 2019

Being worried about money is the number one cause of stress for Americans, but it doesn’t have to be that way. Here are seven ways you can reduce financial stress in your life.

April 4, 2019

Teaching your children financial literacy is one of the most important jobs you have as a parent, but it’s not necessarily one that comes naturally. Here are a few ways you can pass along this necessary life skill.

March 4, 2019

You don’t have to go into debt or ruin your budget to have an enjoyable vacation. These strategies can help you plan a memorable trip that doesn’t leave you recovering financially after you get home.

February 11, 2019

Unless you have public transportation readily available, you will eventually need to consider getting a vehicle to get from point A to point B. Consider these pros and cons of leasing versus buying a vehicle.

January 31, 2019

Starting October 1, 2020, you’ll be required to use a Real ID to enter Federal facilities and fly on commercial flights. Should you go ahead and get your Real ID? Here’s help deciding.

January 22, 2019

The IRS is generally waiving the penalty for any taxpayer who paid at least 85 percent of their total tax liability during the year through federal income tax withholding, quarterly estimated tax payments or a combination of the two.

January 4, 2019

Social Security miscalculations and mistakes happen more often than you might think. Keeping an eye on your statement and reporting any errors is the best way to avoid problems in the future.

January 2, 2019

Anyone who maintains any type of online accounts should use strong passwords to protect against savvy cyber criminals taking over their identities and accessing sensitive tax and financial data.

November 27, 2018

Taxpayers may be able to deduct donations to tax-exempt organizations on their tax return. As people are deciding where to make their donations, the IRS has a tool that may help.

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