My musings: 50 years of CFP Board and my journey

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 reali...

Questions I wish I could ask

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...

Social Security Dilemma

““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 re...

FINANCIAL PLANNING FOR IMMIGRANTS

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 irrespectiv...

Maintaining my Cool and thinking about Conversions

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 bei...

SEE IT, BE IT ROLE MODELS – Investment News 2018 Individual Awards

Should I borrow from my retirement funds to pay for my child’s college education?

We all want what is best for our children. That......