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…

I’d Like to Talk About Your Business…

Joshua Ortego here, your tax and accounting 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 about your business. You and I both see the headlines. Questionable government decisions, taxes sure to rise in the next few years (whether or not it will really help the … Read More

Joshua OrtegoI’d Like to Talk About Your Business…