Pitfalls in designing a legacy & choosing trustees

Posted by: Joseph Kuo | February 3, 2020

Dave was a respected physician and able to retire early.  He was living large with healthy income from apartment buildings purchased as a part of his retirement plan. Dave was on his second marriage and… Read More

Dealing with a serious health diagnosis
Dealing with a serious health diagnosis

Posted by: Joseph Kuo | December 27, 2019

Jim told me that he needed me to be his sounding board so he can think clearly and make important decisions that he cannot do it by himself. He has always appreciated the clarity he… Read More

Smashed heirloom
When our daughter broke our heirloom

Posted by: Joseph Kuo | October 14, 2019

Upon seeing the shattered jade sculpture on the ground, my mind flooded with so many emotions it went blank. The sadness of losing a rare antique to the world, guilt of failing to keep the… Read More

Cat collage
Grief from the Loss of a Pet

Posted by: Joseph Kuo | September 18, 2019

Sometimes, grieving for pet loss can be difficult because not everyone around us have pets or appreciate how much a pet is a member of the family. To help us feel better or perhaps to… Read More

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


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

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

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