By Jody Robinson In Southern California, where ambition is as much a lifestyle choice as surfboards and sunrise walks, owning a business is often deeply personal. These are not just balance sheets and profit margins—they’re decades of early mornings, late nights, family sacrifices, and hard-earned pride. And eventually, for every
By Gary Williams For many Orange County business owners, credit card processing lives firmly in the background—an automatic expense handled quietly while the real focus stays on customers, employees, and growth. Yet in recent years, those once-predictable processing costs have been steadily—and subtly—on the rise. The increases haven’t been dramatic
A multi-disciplinary team overseeing your complete financial picture If you are tired of playing middle-man between your CPA, financial advisor, and insurance agent, you are not alone. Most people have their tax, investment, and planning conversations in different places, with professionals who rarely see the full picture. At Prescott Tax
A High-Touch, Values-Driven Approach to True Wealth In today’s rapidly shifting financial landscape, it’s easy for investors to feel overwhelmed – by headlines, by market noise, and by the pressure to make the “right” decisions. But at Align Wealth Advisors, true wealth isn’t defined by market swings or account balances.
Investing the SAFER Way with Jerry Slusiewicz, Pacific Financial Planners I’ve heard it said that when Michelangelo was sculpting David, his attention to the stone was focused internally: because the statue was already inside. He just had to reveal it. Genius never appears the same way twice, and yet there
By Peter D. Prescott CPA, Masters in Taxation Prescott Tax & Wealth Management (PTWM) was formed over 25 years ago to focus on the needs of individuals and small business owners who want and deserve a more comprehensive approach to their tax and financial affairs. As a multi-generational firm, we
One of the perks of my job as a magazine editor is being able to interview entrepreneurs in a wide variety of industries – an opportunity for a bit of education on businesses I might not otherwise have had exposure to. In today’s market, I’ve read my share of articles
