360 North Pacific Coast Hwy,
Suite 2000, El Segundo, CA 90245
Office: 310-737-8266
Keys facing different directions


Scrabble pieces spelling out tax planning

Five ways to prepare for your next Tax Season

Posted on: June 24th, 2020
Pat yourself on the back You have completed your taxes and filed away your return, never to be seen again But before this tax season...
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Did you know April was Financial Literacy Month?

Posted on: June 10th, 2020
COVID-19 has presented everyone with incredible challenges as it has wreaked havoc on our country and the world While most of us were...
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a fuzzy image of the white house with the words Emergency loans written over it

Benefits of the CARES Act for Businesses (Part II)

Posted on: April 26th, 2020
In our last article, we introduced the details of the Coronavirus Aid, Relief, and Economic Security act (aka the CARES Act) benefiting...
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White House covered with Blue shade

Benefits of the CARES Act for Individuals (Part I)

Posted on: April 24th, 2020
The Coronavirus Aid, Relief, and Economic Security act – the CARES Act – is the largest economic bill in US history and was designed...
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Estimating the future cost of a college education

Posted on: August 9th, 2019
Lately, I’ve been fielding quite a few calls from parents with either a newborn or a toddler looking for college education planning Two...
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