Posted by: awp-webmaster | March 11, 2019

My understanding of mindfulness centers around the following: Focusing on now instead of being stuck in the past or worrying about tomorrow. It is easy to see, logically, that we cannot change the past and… Read More

Why Everyone Needs an Estate Plan

Posted by: Joseph Kuo | March 4, 2019

Occasionally, I have clients who tell me that they don’t have assets over $10m (or $20m for a married couple) so they don’t need estate planning. There is a misconception that estate planning is primarily… Read More

The Importance of Mindset

Posted by: Joseph Kuo | February 18, 2019

Over the past 2 decades, there has been an increasing emphasis on the importance of mindset. There are many subtleties to this, and I will not attempt to swim into all the details here. However,… Read More

How to think about and evaluate life insurance (I)

Posted by: Joseph Kuo | February 11, 2019

First, I acknowledge that there are many products designed to address different situations. However, the main distinction of life insurance policy is between term-life and permanent-life. As most people already know, term life… Read More

3 Key Factors to Successful Strategic Planning

Posted by: Joseph Kuo | February 6, 2019

Over the years, I have realized 3 important factors to successful planning, both professionally and personally. Understanding that the process of successful planning is more important than the plan itself. In the fast-paced world of today, most plans are obsolete… Read More

Financial planning; what is it and why is it important?

Posted by: Joseph Kuo | January 21, 2019

At Abundance Wealth Planning, we approach financial planning guided by the truth that people want to live happy, meaningful lives. Lives based on their own standards of what happiness and meaningful mean. While some may… Read More

Year End Tax Tips

Posted by: Joseph Kuo | December 12, 2018

Before we get started, let me clarify that most of these options provide more benefits to businesses on cash basis accounting, rather than accrual method accounting. If you are not familiar with accrual method accounting,… Read More

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