Price’s 6-Step Plan For Preparing For A Financial Emergency

Here at Team Joshua Ortego, we are working hard through a pile of returns for our Southwest Louisiana tax clients, both from extensions and for corporate filings (due tomorrow, 9/15, as I sit down to write this on Monday morning!) — but that doesn’t mean I won’t carve out the time to write a blogpost for my Southwest Louisiana area … Read More

Joshua OrtegoPrice’s 6-Step Plan For Preparing For A Financial Emergency

Joshua Ortego’s 11 To-Dos For Your ‘Financial Health’ Day

I’ve become increasingly aware that although I share with you strategies, tips and whatnot every week — it can be difficult to actually act on them, in the evenings for example, when the demands of family and the need for down-time pull at you. That’s ESPECIALLY true as we ramp up on the cusp of fall. And even for the … Read More

Joshua OrtegoJoshua Ortego’s 11 To-Dos For Your ‘Financial Health’ Day

Price’s Key Reminders & Tax Savings During Troubling Times

It seems like every end-of-summer brings a similar refrain, just with different details. These past few weeks, we have been “blessed” with: Iran and nuclear weapons. Greece, the deteriorating European Union, and signs of serious shakiness in Chinese markets. (Indeed, as I write this on Monday, the Chinese markets have dived 9 percent, and the dollar is taking a tumble … Read More

Joshua OrtegoPrice’s Key Reminders & Tax Savings During Troubling Times

Price On Real World College Expenses

There was some eye­-opening news recently about student debt. From the WSJ article: http://on.wsj.com/1fEi4eG … … As of July, 6.9 million Americans with student loans hadn’t sent a payment to the government in at least 360 days, quarterly data from the Education Department showed this past week. That was up 6%, or 400,000 borrowers, from a year earlier. [my emphasis] … Read More

Joshua OrtegoPrice On Real World College Expenses

A Critical 2015 Tax Planning Checkup for Southwest Louisiana Taxpayers

We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay attention to politics are all probably eagerly looking forward to being done with the Presidential election cycle (which is still more than a year out!). But … Read More

Joshua OrtegoA Critical 2015 Tax Planning Checkup for Southwest Louisiana Taxpayers

Joshua Ortego’s Three Tax Updates To Know Right Now

There is a bit of a flood of recent tax-related news that I’d normally dispense with in the opening remarks of my Note here … but it’s weighty enough (and possibly could affect you), that I wanted to take a little more time for explanation of each. But maybe the bigger news is this: NFL football is back on the … Read More

Joshua OrtegoJoshua Ortego’s Three Tax Updates To Know Right Now

Joshua Ortego on Why the DIY Ethic Can Hold Us Back

I hope you are doing well. I have some thoughts for you today that may be a little bit of a mental (or emotional) stretch. You see, when I write about financial principles in these Notes that I post, I do so recognizing that my clients come from a wide variety of different attitudes, circumstances and means. It makes for … Read More

Joshua OrtegoJoshua Ortego on Why the DIY Ethic Can Hold Us Back

Joshua Ortego’s 4 Secret Financial Tips To Start Using Today

Meeting with clients for mid-year planning sessions the past few weeks has been wonderful. No — really! And yes, I know, I should get out more. The reason we enjoy doing this (especially this time of year), is seeing that look on our clients’ faces when we identify tweaks and quick moves which can bring a significant ROI on their … Read More

Joshua OrtegoJoshua Ortego’s 4 Secret Financial Tips To Start Using Today

Joshua Ortego’s Eight Reasons For Having an Estate Plan

A couple weeks back (after Independence Day), I wrote about the shared covenant we are blessed with in our nation. Our Constitution and our laws form a different kind of bond than what was ever seen, at least at the time of our nation’s founding. (Speaking of blessings — did you see that video over the weekend of the surfer … Read More

Joshua OrtegoJoshua Ortego’s Eight Reasons For Having an Estate Plan

Let’s Start a Conversation…

Joshua Ortego here, your tax professional. I know that we haven’t posted much before, but starting this week I’m hoping that you and I can have a conversation. You see, there hasn’t been an environment like the one we’re now facing in this economy and in our nation for quite a while. The fact is-I know you’ve got questions…about personal … Read More

Joshua OrtegoLet’s Start a Conversation…