
Masterpiece in Motion
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 is always the presence of unique, robust, innate knowledge. But what most forget is that anything that looks simple is the product of practice: and practice, and practice. And more practice. Attention and delicacy can be ascribed to many things - but not so often do we hear about it in relation to financial planning. Perhaps more in the last ten to fifteen years we might attach those practices to the whims of the market, as one unprecedented event seems to follow another. But most certainly, attention and delicacy follow expertise. And in the world of financial planning, Jerry Slusiewicz is an expert. More than three...
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Prescott Tax & Wealth Management
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 believe our one-stop shop approach can help you and your family’s financial future. As with everything in life, nothing is constant. Our interests, goals and needs are perpetually evolving, and the number of complexities continue to grow whether we like it or not. As many of you know, the tax and financial landscape has changed tremendously over the past few years. People are searching for trusted teams that will advise them and their families in all areas of their financial life. Our team astutely observes that most individuals have separate relationships with their CPA and financial advisor(s) who, candidly, don’t always consider the implications...
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Love at The Covington: A Story of Connection & Community
When Karen Mauro talks about her partner Jim Espinosa, there’s laughter in her voice. And happiness. And most definitely love. “Jim’s a joy to be with. I just love him,” she says, with her signature North Carolina chuckle. That’s the beauty of life at The Covington, an ECS senior living community in South Orange County’s Aliso Viejo – that two people can find love in their 80s and live a rich, vibrant life together within an outgoing and active community. This is a story of Karen and Jim. But it’s also about the indelible connections residents at The Covington make with one another, and how that makes for a very lovely life. But, first, let’s back up. Karen, a former nurse, marriage and family therapist, and religious educator, and her late husband Tom moved into The Covington in 2017. Tom was a family physician who loved to play beach volleyball and travel the world. But...
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Next Stop: Manhattan. Family Fun in the Big Apple
It’s rumored that more than 150 movies are filmed in New York City every year. I’d wager that a good portion of those are made during the holiday season, celebrating the most populous city in the country under a blanket of white. Iconic landmarks, glittering skyscrapers, and some would argue the best slice of pizza in the US. Street food vendors, Central Park, ice skating, the tree in Rockefeller Center. Easy to see why the whole family can find something to love at the most magical time of the year or all year ‘round. Madame Tussauds NY The selfsame tourist hit (madametussauds.com) that attracts visitors from all over the world to its iconic location on Hollywood Boulevard in Los Angeles has a sister venue in the Big Apple. Not surprisingly renowned as “the world’s greatest wax museum,” Madame Tussauds is home to some of the most incredible wax attractions you’ll ever lay eyes...
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