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Improve_your_financial_literacy
Jared Ong

7 Must-Read Books to Improve Your Financial Literacy

The average American rates their level of financial literacy as a 6.2 out of 10. If we were back in high school, Americans would give

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Jared Ong May 10, 2023
California_Tax_Extension
Jeremy Lau

California Tax Extension Announced in the Wake of Winter Storms

In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March

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Jeremy Lau April 12, 2023
financial_advisor_red_flags
Nguyen Vu

Considering a Financial Advisor? Watch for These Five Red Flags.

You don’t want to choose just anyone to manage your money. Selecting a qualified, experienced financial advisor should take time and careful consideration. And though

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Nguyen Vu February 24, 2023
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
Nguyen Vu

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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Nguyen Vu 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
Nguyen Vu

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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Nguyen Vu 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
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