What’s Your Resolution This Year?
What do the New Year’s Eve Ball and the stock market have in common? They both started the year...
Read MoreSam Liang
Made in Japan
I was born in Hong Kong. I didn’t grow up playing baseball or riding bikes because in Hong Kong,...
Read MoreDo You Suffer From Financial Whiplash!
Do you ever feel like you get whiplash when you watch the stock market? Me, too.
Read More3 Unique Financial Challenges Women Face
I grew up in a family with four older sisters, so I’ve known since I was a small child women run...
Read MoreAnother Kind of Independence Day
July 4th is a big day in our country’s history: Independence Day. It’s the day we told the Brits we...
Read MoreThe Guessing Game
Guessing games can be fun. There’s a reason Wheel of Fortune and Jeopardy have lasted as long as...
Read MoreThe Danger of Averages
Math is a funny thing, especially when it comes to averages. Let me show you what I mean.
Read MoreThe Art of Procrastination
I have a confession to make. I’m a procrastinator. I routinely delay doing things I know I should...
Read MoreWhy the Social Security Administration Can’t Help You
The Social Administration (SSA for short) can’t help you with your Social Security benefits. That...
Read MoreVegas Has Better Odds
Two things matter when you’re making a bet. The first is the probability of success. What are the...
Read MoreJust What the Doctor Ordered
Let’s say you recently found out you needed open heart surgery. Bad news, I know, but since over...
Read MoreWhat’s your “What if” Plan?
The Patriots are the Super Bowl Champs…again! After I was done watching (and celebrating!) two...
Read MoreWhat’s The Most Financially Dangerous Statistic?
It’s probably not what you think. It’s “average life expectancy.” In other words, how long you will...
Read MoreHow Safe is Safe?
How Safe is Safe?
That’s an interesting question because each of us takes risks every day. We get...
Read MoreThe One New Year’s Resolution I Can Help You Keep!
The holidays are upon us! If your life is anything like mine, it’s a whirlwind of spending time...
Read MoreHave a list of questions around your finances?
Thinking about your retirement situation?
Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.