When We Should Re-Examine Our Personal Rules

Posted by: Joseph Kuo | February 11, 2022

We all live our lives under various sets of rules. There are written rules we follow when we interact with others in society. Within ourselves, these personal rules are better known as our values, beliefs,… Read More

College Savings Choices

Posted by: Joseph Kuo | December 3, 2021

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 College Savings Plans Offered by… Read More

Planning Your Family’s Future

Posted by: Joseph Kuo | April 28, 2021

In my role as a financial planner, I frequently work with clients who feel unready or uncomfortable when it comes to estate planning. In their minds, they know it’s the right thing to do and… Read More

How To Think About And Develop Life Insurance (II)

Posted by: Joseph Kuo | December 23, 2020

In Part I, we talked about the difference between term life insurance and permanent life insurance. We talked about reasons you would want life insurance, and that with term life insurance, your goal is… Read More

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

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