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Is Your Income Plan Working for You? Now Is the Time to Review

Is Your Income Plan Working for You? Now Is the Time to Review

by Julia Chung | Sep 11, 2025 | Monthly Spring Update, Personal Finance

Starting tax planning early gives you time, options, and peace of mind. Review contributions, plan donations, explore tax-loss harvesting, consider income splitting, and check cash flow now to reduce taxes, avoid year-end stress, and optimize savings before 2025 ends.

Planning Your Golden Girls’ Era?

Planning Your Golden Girls’ Era?

by Julia Chung | Sep 10, 2025 | Media

Planning Your Golden Girls’ Era? Julia spoke at an event a few months back, and the questions that came after were probably more interesting than the talk.en it comes to finances.

Building and Maintaining a successful family enterprise

Building and Maintaining a successful family enterprise

by Julia Chung | Aug 22, 2025 | Media

Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility.

Rainy Days and Your Backup Plan

Rainy Days and Your Backup Plan

by Julia Chung | Aug 14, 2025 | Monthly Spring Update, Personal Finance

Life has a way of throwing curveballs; job changes, surprise bills, or bigger challenges you never saw coming. By building solid emergency savings and smart insurance coverage, you can create a safety net that keeps you steady and ready for anything.

Behind the Advice: Julia Chung

Behind the Advice: Julia Chung

by Julia Chung | Jul 23, 2025 | Media

How Julia Chung went from being a single teenage mother to a financial advisor

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