The fathers of the 401(k) plan as we know it today never intended it to replace the traditional pension plans most workers used...

Many of our clients want to make sure that their assets stay in the family after they pass away.

In order to eliminate any...

I have 4 kids. Two are in college and 2 are still in high school. As we were all sitting at the same table recently for...

Health, or the lack of it, seems to be on everyone’s minds these days. Is Hillary sick? Is Donald overweight? Are they more or...

Imagine you just won a gold medal at the Rio Olympics that no one expected you to win. You’re a Cinderella story. When you...

July 4th is coming up fast. Independence Day…the day we declared we’d be bound no more to the English.

Over the last 12 months or so, the market appears to be down. In fact, when I logged into my own Vanguard account in January of...

I know…RMD’s don’t actually stand for that. They stand for Required Minimum Distributions. Anyone over age 70 ½ knows what they...

What do the New Year’s Eve Ball and the stock market have in common? They both started the year dropping. The difference is one...

I was born in Hong Kong.  I didn’t grow up playing baseball or riding bikes because in Hong Kong, there’s no space for those...

Do you ever feel like you get whiplash when you watch the stock market? Me, too.

I grew up in a family with four older sisters, so I’ve known since I was a small child women run the show both financially and...

July 4^th is a big day in our country’s history:  Independence Day.  It’s the day we told the Brits we were going to be our own...

Guessing games can be fun.  There’s a reason Wheel of Fortune and Jeopardy have lasted as long as they have.  But playing the...

Math is a funny thing, especially when it comes to averages.  Let me show you what I mean.

I have a confession to make.  I’m a procrastinator.  I routinely delay doing things I know I should do, often until the last...

The Social Administration (SSA for short) can’t help you with your Social Security benefits.  That sounds funny, I know, but...

 Two things matter when you’re making a bet.  The first is the probability of success.  What are the chances you’ll win?  The...

Let’s say you recently found out you needed open heart surgery.  Bad news, I know, but since over 500,000 similar surgeries...

The Patriots are the Super Bowl Champs…again!  After I was done watching (and celebrating!) two things occurred to me.  One’s...

It’s probably not what you think.  It’s “average life expectancy.”  In other words, how long you will live.  Sounds relatively...

How Safe is Safe?

That’s an interesting question because each of us takes risks every day. We get in our car. We eat at a...

The holidays are upon us!  If your life is anything like mine, it’s a whirlwind of spending time with family and friends,...

 Read Sam Liang's latest article for Fortune.com about the new hybrid that will help you follow those Two Rules:  Rule #1 -...

Regional Emmy Award winning journalist Susan Wornick will be a regular guest speaker on our radio show and will be hosting our...

Even famous country singers like Brad Paisley need to follow those important Two Rules! 

Do you remember 2008? Many believe that because Fed Chairman Alan Greenspan acted quickly, he saved the day. Because it could...

We have a very special guest joining us this Sunday, August 10th, on Just Don’t Lose the Money Radio - Dr. Frank Luntz!

We want you to be aware of a scam that is going on right now. People have been receiving threatening calls from someone posing as...

 Our phones ring everyday with people asking for our help. They’re worried about retirement and want to make sure they’ve got...

 While driving to work last week, I heard a study that Bank of America conducted on the “mass affluent.” These are the people...

Are you considering paying off your mortgage or refinancing? Or selling your house and downsizing into something smaller?  These...

Among the many articles I read on a daily basis, one in particular caught my eye today.  Money pros predict a sharp market bubble...

I think we can all agree that many things are tougher for the younger generation. There is no guarantee they will get a job, even...

If you get into a car accident, you ask your trusted friends if they have a good body shop person. More than likely, they will...

Hi. I’m Sam Liang and welcome to my blog!

I started this site as a link between my business life, my views on current events,...