Posted by: Joseph Kuo | January 13, 2023
Did you make a New Year’s Resolution for 2023? Every year, people talk about setting goals or resolutions for the new year. Inevitably, two-thirds of people who make New Year’s Resolutions abandon them within… Read More
Posted by: Joseph Kuo | January 6, 2023
A few weeks ago, I got a call from Jim, a client of mine who is a successful attorney. Jim had a really great year last year. His firm enjoyed record revenues, and he’d started… Read More
Posted by: Joseph Kuo | November 18, 2022
Financial planning is about way more than getting a good rate of return for my clients. As a financial life planner, you’d think that I spend a lot of time running financial projections, analyzing the… Read More
Posted by: Joseph Kuo | October 12, 2022
Stock options and Restricted Stock Units (RSUs) are the two most common ways of awarding equity compensation to a company’s employees. From the newest startups to the most well-established tech companies, most will feature some… Read More
Posted by: Joseph Kuo | August 31, 2022
A very common question I get from current and prospective clients is “How soon can I retire?” or its variant, “Can I retire in [X] years?” As a result, I’ve created a fair number of… Read More
Posted by: Joseph Kuo | July 27, 2022
From time to time in our lives, we are faced with having to make a major decision that will affect our lives and futures going forward. Should I take the promotion or quit and start… Read More
Posted by: Joseph Kuo | July 13, 2022
It seems like when summer time hits, time slows down. The hustle and bustle of the holiday season is still a few months away, taxes have been filed, and family vacation plans are set in… Read More
Posted by: Joseph Kuo | July 7, 2022
Insurance is a topic that most people tend to avoid and may even find intimidating or scary. However, in modern life, it is an important part of any financial plan to protect yourself and your… Read More
Posted by: Joseph Kuo | June 24, 2022
When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contributing to their retirement plan. But a good financial plan includes insuring against… Read More
Posted by: Joseph Kuo | June 18, 2022
When we think about what we pass along to our children, the first thing that comes to mind from a financial standpoint is of course wealth. Good estate planning can provide a brighter future… Read More