Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their Money
It's hard to believe that Thanksgiving 2021 is already here and the holiday season has officially begun. Last year's Thanksgiving seems a bit like a blur but we are finally starting to feel more normal and able to enjoy celebrating with all of those around us! Every year at this time, I think … [Read more...] about Happy Thanksgiving 2021!
Estate planning is a very important part of life. However, it doesn't have to be overwhelming. Having a plan in place helps you to manage those inevitable uncertainties and control what you can. Here is an explanation of the primary documents associated with this process. Will - This is your … [Read more...] about The Basics of Estate Planning
I came to America as an 8-year old refugee from the Vietnam War, along with my five brothers, my parents, and my grandmother. My parents were broken in spirit, but still retained enough pride to refuse food stamps and welfare assistance from our new homeland. They reminded us often that we have the … [Read more...] about Asian Philosophy and Retirement Planning
The warm lazy days of summer are in full swing but the planning for the new school year ahead needs to be addressed. Many are preparing to send their child to college and there are many tasks that need to be completed. The dorm planning, computer buying and clothes shopping are the obvious needs. … [Read more...] about Planning for your College Freshman
Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire. Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider … [Read more...] about Common Misconceptions about Retirement