by Julia Chung | Dec 20, 2018 | Personal Finance
MERRY HAPPY!!! We hope that by the time you’re reading this, you’re feeling well-prepared for the holidays, however you celebrate them. Regardless of whether you partake of religious, non-denominational, or just no activities throughout this season, we hope you...
by Julia Chung | Oct 29, 2018 | Fee Only Financial Planning, Goal Planning, Monthly Spring Update, Personal Finance
For many of our clients, one of the most frustrating moments of working with expert advisors is when you have this realization: There is rarely one “right” answer. Even when you process this initial realization, and think to yourself, “Sure, everyone is different,”...
by Julia Chung | Oct 18, 2018 | Personal Financial Planning, Relationships, Retirement, Retirement Planning
Your parents have been adults for as long as you can remember. They always had things in hand. They paid the bills, put a roof over your head, bothered you about cleaning up your room and doing your homework, and cried at your graduation/childbirth/other meaningful...
by Julia Chung | Sep 24, 2018 | CPP, Personal Finance, Retirement, Social Security
If you’ve worked in both the USA and Canada, you have likely contributed to both the USA’s Social Security program and the Canada Pension Plan (CPP). How will CPP benefits impact your Social Security benefits? How will your US residency impact your CPP and Old Age...
by Julia Chung | Aug 27, 2018 | Big Picture, Cash Flow, Debt Management, Goal Planning, Monthly Spring Update
Just before you slam your nose into the grindstone that September often brings – regardless of whether you have kids in school or work full time, it can still be a thing – let’s stop and consider: What is it you want to achieve in the back half of this...
