Wow! 50 years of prestige! We are celebrating 50 years of prestige under the certified financial planning CFP board. Yes, we have come a long way but at the same time there’s a long way to go for this profession. As I look back, I realize role that each one of us have played in the evolution of the financial …
I worked hard to make a life for my family in this adopted country of mine. I was diligently saving for my retirement in tax-deferred instruments like 401K and 403B. Now that I am thinking of retiring, I have questions looming in my mind. I heard I have to pay tax on all that I saved in my retirement plan. …
““If I wait to claim the benefit and die before or soon after I make the claim, I will have shortchanged myself. But if I claim early and live a long life, I will also have shortchanged myself because my benefits will be permanently reduced.” Having dinner table conversations, I often hear “I am not going to live long, my …
Do immigrants really need financial planning? The question really is “Will they find the right kind of financial advisor?” So what do we mean by that? Well as you all know financial planning is required for all people irrespective of how much of your financial assets are available for the financial adviser/planner to manage. Most immigrants come to this country …
It is the time of the year when you relax and look back on what you have accomplished over the years. While you have your eyes on the rear view mirror, do not lose track of the front view in the road lies ahead. With the stock market being topsy-turvy, it is human instinct to pull back but do not …
COMING SOON!
We all want what is best for our children. That…