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 | July 16, 2021
As the cost of goods and services rises, the value and buying power of many retirement accounts diminish. If your retirement plan is highly dependent on a specific target rate of return, maintaining your desired… Read More
Posted by: Joseph Kuo | July 9, 2021
After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off. But there’s a common saying regarding generational wealth: “Shirtsleeves… 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 | March 11, 2021
Financial resourcefulness is the desire and ability to make the most out of your financial resources. Aside from just making more money, financial resourcefulness also involves being well-organized, knowing your financial goals, and finding effective… Read More
Posted by: Joseph Kuo | February 22, 2021
For many of us, managing our finances and building economic security is a nagging concern. We generally know that we should be putting in more effort towards managing our money matters. But more often than… Read More
Posted by: Joseph Kuo | January 27, 2021
In life, we will all encounter both expected and unexpected transitions. Over this past year, there has been no shortage of the unexpected, from the global pandemic to police protests to political unrest. While unexpected… 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