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
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
Posted by: Joseph Kuo | September 13, 2021
Did you know that September is Life Insurance Awareness Month? And though life insurance is important to discuss at any time of the year, some features of life insurance go beyond standard conversations. For example,… Read More
Posted by: Joseph Kuo | July 23, 2021
Since 1994, the fourth Sunday in July has been celebrated as National Parents Day. This holiday was established with the purpose of “recognizing, uplifting, and supporting the role of parents in bringing up their children.”1… Read More
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
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
Posted by: Joseph Kuo | October 8, 2020
Time Savings It doesn’t matter who you are or what you have-time is the ultimate resource. Jeff Bezos or Bill Gates have no more hours in a day than the rest of us. Read More
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
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
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