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As a CERTIFIIED FINANCIAL PLANNER™ fluent in Chinese, I work with business owners, individuals and families to identify your investing goals, creating strategy that aims to take you where you are now to where you desire to be financially.
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you determine how soon you can pay off your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?
Use this calculator to estimate how much income and savings you may need in retirement.