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Thursday, March 26, 2026

For many, purchasing a new home—especially the first one—marks a significant milestone in life. One of the key aspects of this intricate journey is finances.

Thursday, March 26, 2026

Changing jobs is a major life transition—exciting, stressful, and full of opportunity. It also comes with a long to-do list. One task that often gets overlooked is deciding what to do with your 401(k) from your previous employer.

Thursday, March 26, 2026

Getting married is a big milestone—exciting, emotional, and likely stressful as the big day approaches. It marks the beginning of a new chapter in life, and like many significant events, it often comes with a hefty price tag as well.

Wednesday, August 6, 2025

Among the major events in our lives, welcoming a new baby, especially your first, is unparalleled. While there are many reasons for the joy, the financial impact is a topic worth discussing. In this article, I hope to share some tips for

Monday, August 4, 2025

I want to share my first experience investing in a stock. It was July of 1997, just a few months into my first job. I took my boss’s suggestion and opened an online brokerage account. I researched and tracked the price movements of a...

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Monday, August 4, 2025

I feel incredibly grateful that my parents were always diligent savers, which allowed me to start my journey in the US. Their hard-earned savings secured me a one-way ticket, packed my luggage with essentials like pots and blankets,...

Thursday, January 23, 2025

... it feels like just yesterday we were all anxious about Y2K! Yet, that was a solid 25 years ago! Whether you were already working back then, a baby, or not even on this planet, it’s wild to think the next 25 years could fly by just as ..

Monday, November 25, 2024

Holidays are drawing close, and many of us may have started doing some house cleaning. Here, I’d like to invite you to do some year-end financial housekeeping as well. Below are some ideas as to what might be helpful to consider at...

Wednesday, September 25, 2024

Here are a few pointers to help you develop a comfortable rhythm of routinely reviewing your finances with the goal of growing your net worth: 

Wednesday, September 4, 2024

For many of us, when we were in high school or even in our early 20’s, we dreamed about the “real life” after leaving Mom and Dad’s nest. We imagined the freedom, the independence, and all the glorious that comes with adulthood. And...

Friday, July 19, 2024

According to Federal Trade Commission, 2023 saw the highest ever loss to scams1 reaching a whopping $10 billion dollars of reported losses. So, how better to protect all of us, especially our elders, from becoming the next victim of these

Thursday, May 16, 2024

Helping our children with their higher education is a dream for many of us as parents. But for most families, the expense for attending college can be cost prohibitive. Here we share some tips on how to save for such expenses.

Thursday, May 16, 2024

Want to have a better way to track your expenses and save more money? A little pocket notebook (or a digital version of it) might be able to help! Here we share some tips on how to save more for your future.

Thursday, May 16, 2024

The old adage says, “There are two things that are certain in life – death and taxes.” Well, that is certainly true, especially in California. We pay a lot in all forms of taxes. While we can’t escape death ultimately, we can certainly...