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
Jared Ong
May 10, 2023
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
Jeremy Lau
April 12, 2023
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
Nguyen Vu
February 24, 2023
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
Jared Ong
February 1, 2023
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
Nguyen Vu
January 11, 2023
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
Jeremy Lau
October 18, 2022
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
Jared Ong
October 7, 2022
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
Nguyen Vu
September 28, 2022
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
Jared Ong
September 23, 2022
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.
Jeremy Lau
August 24, 2022