Halbert Hargrove
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06/11/2026
Many people focus on avoiding errors when filing their taxes. But for a number of taxpayers, the bigger cost isn't a mistake on the return itself. It's the planning opportunities that were not taken in the first place.
Maximizing retirement and HSA contributions, understanding where you fall within tax brackets, and being mindful of income thresholds that can phase out valuable deductions are all areas where proactive planning may make a meaningful difference over time. The window to act on many of these strategies closes at year-end, which makes starting the conversation with your advisor sooner rather than later worth considering.
Read more here: https://loom.ly/O4wmSkw
When you're evaluating a business, not every important question looks like one.
Asking a seller about their last vacation isn't small talk. It's one of the fastest ways to find out whether the business can actually run without them. If they can't remember the last time they stepped away, or never did, that's a signal worth taking seriously.
The best due diligence doesn't always come from the financials. Sometimes it comes from knowing which questions to ask before you ever open the books.
The full episode of Fearless Money Talks goes deeper into what smart buyers look for and what people may miss entirely.
Spotify: https://loom.ly/j3lDlS8
Apple Podcasts: https://loom.ly/30ViDzk
YouTube: https://loom.ly/MemjWWc
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Address
111 W Ocean Boulevard Fl 23
Long Beach, CA
90802
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
