Functional medicine conference collage
Whole Financial Life System

Posted by: Joseph Kuo | August 5, 2019

I recently attended an Institute of Functional Medicine conference in Texas. You might be wondering, “What is a financial planner doing at a functional medicine event?” Indeed, many asked me this… Read More

Students graduating
Financing your child’s education

Posted by: Joseph Kuo | May 1, 2019

How much help is enough and how much is too much? As a financial planner, I see parents wrestling with this question. Many parents want to help their kids financially, while also wanting their kids… Read More

Piggy bank
Health And Retirement Accounts

Posted by: Joseph Kuo | April 3, 2019

Broadly speaking, when we talk about retirement savings vehicles, we mean financial accounts that allow for tax deferral or, rarely, permanent tax deferral (i.e. tax-free). The idea is, since there is a tax advantage to… Read More

Mindfulness
Mindfulness

Posted by: Joseph Kuo | 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

Estate
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

Rock tower
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

life insurance
How to think about and evaluate life insurance (I)

Posted by: Joseph Kuo | February 11, 2019

First, let me acknowledge that there are many insurance products designed to address different situations. However, we can generally separate life insurance policies between term-life and permanent-life. As many may already know, term-life is for… Read More

successful planning
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

Desk work
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

Fireworks
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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