Blog Posts

As the new year approaches, a time when many people reflect and set new financial goals and new year resolutions, it’s my pleasure to share my perspective with Investor’s Business Daily reporter on practical money resolutions for 2026 in today’s evolving economic environment. Some of the smart financial resolutions I discussed for 2026 include: • Building or increasing your emergency savings • Reviewing your investment portfolio regularly • Making consistent contributions to

As the year comes to a close, I want to sincerely thank you for the trust and support you’ve shown throughout the year. In return, I’m always looking for ways to further enhance our services by carefully adding resources that can improve the planning experience for clients. Below is a summary of the updated services and resources that became available to financial planning clients within the financial planning package, at a reduced cost, or no additional cost this year. Enhan

As we head toward the end of the year and everyone starts reviewing their finances and taxes more closely, quite a few clients have been asking how they can benefit from the One Big Beautiful Bill Act (OBBBA). Below is a summary of some of the key provisions and potential planning opportunities that may be relevant to our clients personally and/or for their businesses. Please note: (1) this article does not cover all provisions of the OBBBA -only those that might be relevant

As Thanksgiving kicks off the holiday season and a time for family gathering, it’s my pleasure to be invited by Bloomberg reporter to share my thoughts as a financial advisor on a timely, and occasionally awkward, topic: how to ask a family member for financial support during holiday season. Whether you’re pitching a wealthy relative on what you believe is a billion-dollar startup idea or asking for help with the down payment on your dream home, here’s my take on this: Wealth

With the news this week that Warren Buffett will no longer be writing Berkshire Hathaway’s annual letters, it's my pleasure to be invited by Bloomberg reporter to share my favorite Buffett quote from a financial advisor’s perspective. I started reading Berkshire Hathaway’s annual letters since high school and liked different quotes at different period. Now as a financial advisor, my favorite quote is “It pays to be active, interested and open-minded, but it does not pay to be