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Secure 2.0 act
Jared Ong

Secure 2.0 Act: Securing a Strong Retirement

Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7

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Jared Ong February 1, 2023
Financial planning checklist
Kerrie Lloyd, ChSNC®

Your Financial Planning Checklist for the New Year

The new year is upon us. This year 66% of Americans have committed to a financial New Year’s resolution, but as we know, only a

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Kerrie Lloyd, ChSNC® January 11, 2023
Leaving your job? Get your finances squared away.
Jeremy Lau

Leaving Your Job? Get Your Finances Squared Away

Thinking about leaving your job? You’re not alone. In November 2021, the nation’s quit rate reached an all-time high. Citing low pay, lack of advancement

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Jeremy Lau October 18, 2022
Tax strategies
Jared Ong

Tax Strategies: Building a Better Financial Plan

When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you

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Jared Ong October 7, 2022
Best_finance_podcasts
Kerrie Lloyd, ChSNC®

7 Best Finance Podcasts to Add Into Your Rotation

Podcasts are a dime a dozen these days. From pop culture to sports to parenting, you can find a podcast on just about any topic

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Kerrie Lloyd, ChSNC® September 28, 2022
Is a 529 Plan the Right Move When Education Planning
Jared Ong

Is a 529 Plan the Right Move When Education Planning?

College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many

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Jared Ong September 23, 2022
Robinhood_Beneficiary
Jeremy Lau

Investing in Robinhood: Beneficiary Support Now Included

Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.

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Jeremy Lau August 24, 2022
Locating and marshaling assets
Jared Ong

4 Tips for Locating and Marshaling Assets When Administering a Trust

Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.

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Jared Ong August 19, 2022
Fee only financial advisor
Jared Ong

How Fee-Only Financial Advisors Differ From Fee-Based

Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs.

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Jared Ong August 10, 2022
Successor Trustee
Kerrie Lloyd, ChSNC®

Why Naming Successor Trustee is Equally as Important as Naming Trustee

If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,

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Kerrie Lloyd, ChSNC® July 29, 2022
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