Taking Care Of Our Future Selves

Posted by: Joseph Kuo | June 3, 2022

The earlier we start saving for retirement, the more we can take advantage of compounding and the more we can minimize the risk from market swings. As far as financial advice goes, this idea is… Read More

Risk Management and Asset Allocation

Posted by: Joseph Kuo | May 13, 2022

Previously, we covered the topics of dollar cost averaging and diversification as important elements of a sound investment strategy. Whether your retirement is years away or right around the corner, your investment portfolio… Read More

Inflation and Your Personal Investments

Posted by: Joseph Kuo | April 29, 2022

The Federal Reserve has indicated it plans to keep raising short-term interest rates to help manage inflation, which is at its highest level in 40 years. This spike in the inflation rate is due… Read More

Handling An Unexpected Tax Bill

Posted by: Joseph Kuo | April 8, 2022

Did you just do your taxes and find out you owe way more than you expected? Don’t panic. There are several ways you can work to deal with an unexpected tax bill. Check for Errors… Read More

National Mom and Pop Business Owners Day is March 29

Posted by: Joseph Kuo | March 25, 2022

Mom and pop businesses are the backbone of the American and global economies and a pillar of our local communities. They account for 44% of the USA’s Gross Domestic Product, create two-thirds of net new… Read More

How to Invest in Your Health in 2022

Posted by: Joseph Kuo | March 18, 2022

Health care is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the financial tools that may help. A Health Savings Account or Flexible Spending Account can… Read More

3 Retirement Roadblocks for Women

Posted by: Joseph Kuo | March 11, 2022

Women need to plan for an independent retirement. Statistically speaking, women live longer than men. According to U.S. census figures, the median age of a widow is 59. That means that assuming an average life… Read More

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