As a CERTIFIED FINANCIAL PLANNER™ professional — fluent in Chinese, I work with business owners, individuals and families to identify your investing goals, creating strategy that takes you where you are now to where you desire to be financially.
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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.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future value of your current savings.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.