Building Financial Resourcefulness

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

Piggy bank
Three Key Steps to Financial Awareness

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

Impact of the Second Stimulus Package

Posted by: Joseph Kuo | December 29, 2020

Stimulus Check The income thresholds for the second stimulus check of $600 per adult and child will be based on your 2019 Adjusted Gross Income (AGI). The maximum AGI at which you’ll no longer be… 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

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

Piggy bank
Health And Retirement Accounts

Posted by: Joseph Kuo | April 3, 2019

Broadly speaking, when we talk about retirement savings vehicles, we mean financial accounts that allow for tax deferral or, rarely, permanent tax deferral (i.e. tax-free). The idea is, since there is a tax advantage to… Read More

Why Everyone Needs an Estate Plan

Posted by: Joseph Kuo | March 4, 2019

Occasionally, I have clients who tell me that they don’t have assets over $10m (or $20m for a married couple) so they don’t need estate planning. There is a misconception that estate planning is primarily… Read More

life insurance
How to think about and evaluate life insurance (I)

Posted by: Joseph Kuo | February 11, 2019

First, let me acknowledge that there are many insurance products designed to address different situations. However, we can generally separate life insurance policies between term-life and permanent-life. As many may already know, term-life is for… Read More

Year End Tax Tips

Posted by: Joseph Kuo | December 12, 2018

Before we get started, let me clarify that most of these options provide more benefits to businesses on cash basis accounting, rather than accrual method accounting. If you are not familiar with accrual method accounting,… Read More

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