Father of the 401(k) to son: What a mess I made of you!
The fathers of the 401(k) plan as we know it today never intended it to replace the traditional...
Read MoreAfter The Paycheck
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No Blood, No Money Trusts
Many of our clients want to make sure that their assets stay in the family after they pass away.
In...
Read MoreI Love My Four Kids, But…
I have 4 kids. Two are in college and 2 are still in high school. As we were all sitting at the...
Read MoreHillary, Donald and The State of American Health
Health, or the lack of it, seems to be on everyone’s minds these days. Is Hillary sick? Is Donald...
Read MoreThe Rio Olympics, Gold Medals and Your Retirement
Imagine you just won a gold medal at the Rio Olympics that no one expected you to win. You’re a...
Read MoreHappy Interconnectedness Day
July 4th is coming up fast. Independence Day…the day we declared we’d be bound no more to the...
Read MoreThe Market or the Mattress?
Over the last 12 months or so, the market appears to be down. In fact, when I logged into my own...
Read MoreRMD’s – Required Maximum Destruction!
I know…RMD’s don’t actually stand for that. They stand for Required Minimum Distributions. Anyone...
Read MoreWhat’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 MoreMade 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 MoreHave a list of questions around your finances?
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