Case Studies

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When Life Throws A Curveball

Posted by: Joseph Kuo | November 3, 2020

After years of hard work and being careful with money, Ben and Debbie had been contemplating retirement for the past few years. Ben was a senior partner at a law firm, and Debbie… Read More

Achieving Finance/Life Harmony

Posted by: Joseph Kuo | September 11, 2020

[Names and all relevant details have been changed to maintain confidentiality.] Cynthia and Max moved from the Midwest to California for better career opportunities and weather. By their early 30s, Max had been… Read More

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