When to Sell That Really Great Stock You Have

Posted by: Joseph Kuo | June 28, 2023

For those of us who invest in the stock market, let’s admit it— we’d all love to find that next Google, Apple, or Tesla that will propel our investment portfolios to life changing amounts of… Read More

The Difference A Financial Life Planner Makes For You

Posted by: Joseph Kuo | June 14, 2023

I describe what I do as “financial life planning”. Oftentimes, when people hear that they are a bit confused and have questions. Most people are familiar with financial planners or financial advisors. But what is… Read More

How Collaborative Practice Works For Estate Planning

Posted by: Joseph Kuo | May 30, 2023

As some of you might know, Collaborative Practice emphasizes the approach of working collectively and cooperatively to resolve financial disagreements or disputes within a family. The idea is that maintaining amicable and collaborative family… Read More

Here’s A Simple and Creative Way To Make Difficult Decisions

Posted by: Joseph Kuo | May 12, 2023

We all have the capability within ourselves to answer challenging questions and make difficult decisions. This was the third major takeaway from my trip to Zurich.  Now when I mean challenging questions, I am… Read More

Search Your Feelings, You Know They Be True

Posted by: Joseph Kuo | May 4, 2023

In an earlier article I talked about how financial planning actually needs a certain amount of chaos to be effective. In this article I will talk about how emotional feelings might have a useful… Read More

How Creation Myths Relate To Financial Planning

Posted by: Joseph Kuo | April 28, 2023

How the Chaos/Order Cycle Relates To Financial Planning During a session on mythology and archetypes, we discussed the concepts of form, chaos, order. and stagnation. The cycle of chaos and order is a common… Read More

What I’m Teaching My Kids About Money

Posted by: Joseph Kuo | March 20, 2023

This fall, my oldest child leaves for college and the beginning of his adult life. As that time draws near, I’ve been thinking about the example I’ve set for him and what I hope he… Read More

How I Take Care Of Couples In Financial Planning

Posted by: Joseph Kuo | March 6, 2023

Whether we like it or not, money is very often intertwined with our personal values and feelings, including our own personal senses of freedom, security, and accomplishment. As difficult as it can be for one… Read More

How I Get Clients Excited About Their Financial Plans

Posted by: Joseph Kuo | February 24, 2023

Whether it’s a diet, household chores, or following a budget, it’s never fun to do anything you have to do, and it’s easy to let it fall by the wayside. But it is way more… Read More

Abandoning Your New Year’s Resolution Already? Do This Instead

Posted by: Joseph Kuo | January 13, 2023

Did you make a New Year’s Resolution for 2023? Every year, people talk about setting goals or resolutions for the new year. Inevitably, two-thirds of people who make New Year’s Resolutions abandon them within… Read More