Joshua Ortego’s 2017 Tax Planning Guide

2017 tax planning

The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact, there have even been Halloween decorations popping … Read More

Joshua OrtegoJoshua Ortego’s 2017 Tax Planning Guide

Hurricanes, Tax Deadlines in Southwest Louisiana and Data Breaches

Data Breach

Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm that is the 7th-worst such storm ever to hit the mainland … Read More

Joshua OrtegoHurricanes, Tax Deadlines in Southwest Louisiana and Data Breaches

Should Southwest Louisiana Parents Sacrifice Their Retirement for Their Children’s College Debt?

College Debt

As Houston continues to recover from the devastation of Harvey, if you’ve been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards Houston, here is another short roundup of humans doing wonderful things: An armada of private boats headed … Read More

Joshua OrtegoShould Southwest Louisiana Parents Sacrifice Their Retirement for Their Children’s College Debt?

Preparing a Disaster Plan In Southwest Louisiana

disaster plan

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many lives, businesses, and families have been radically altered. How have … Read More

Joshua OrtegoPreparing a Disaster Plan In Southwest Louisiana

Summer Chaos, Total Eclipse and Price’s Key Reminders

total eclipse

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we’ve been experiencing as a nation. Social media remains an extremely divided (and divisive) place right now and even the upcoming football … Read More

Joshua OrtegoSummer Chaos, Total Eclipse and Price’s Key Reminders

Price’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Charlottesville

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges and we’re in danger of falling apart. Not only do we seem to be more divided than … Read More

Joshua OrtegoPrice’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Building a Better Personal Network In Southwest Louisiana

Personal Network

We work a great deal with asset sheets and financial numbers for our Southwest Louisiana clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Southwest Louisiana families and people we serve. But what is becoming increasingly clear in this 2017, always-online, world is this: our … Read More

Joshua OrtegoBuilding a Better Personal Network In Southwest Louisiana

Why You Should Create A Tax Planning Strategy With A Southwest Louisiana Professional’s Help

tax planning strategy

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that’s because the lesson from it is so instructive. And I’ll admit from the jump, that it’s self-serving to some extent. Because in the age of AI, point-and-click software and ROBOTS, it’s tempting to think … Read More

Joshua OrtegoWhy You Should Create A Tax Planning Strategy With A Southwest Louisiana Professional’s Help

Tax Planning Strategies For Southwest Louisiana Individuals and Families

tax planning strategies

As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that’s exactly what we do with our Southwest Louisiana clients — at least with those who are smart enough to take us up on it — we PLAN for the upcoming tax season so there are no nasty … Read More

Joshua OrtegoTax Planning Strategies For Southwest Louisiana Individuals and Families

Training Your Heart For Good Financial Stewardship In Southwest Louisiana

financial stewardship

Working with my Southwest Louisiana clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that we all could use the reminder that our human flaws show up very … Read More

Joshua OrtegoTraining Your Heart For Good Financial Stewardship In Southwest Louisiana