Which Type of Financial Adviser Do You Need? - Free Guide
Monday, December 9, 2024
4 min

Bitcoin's $100k Surge: Dream or Speculation?

Last week, Bitcoin hit a major milestone—surpassing $100,000, sparking excitement across the financial world. As the price soared, seasoned investors and newcomers ....

Thursday, December 5, 2024
5 min

The Truth About Life Energy: Are You Really Living, or Just Working to Live?

🎉 Can you believe it’s already December? The year has flown by, especially for those of us in the middle of our careers or running businesses. As the year wraps...

Wednesday, November 27, 2024
4 min

From Red Envelopes to Real Wealth: Managing Our Kids' Money 🎉💰

The holiday season is just around the corner, and for many of us from Asian backgrounds, that means receiving red envelopes (红包 or 利是) from family. This tradition is a...

Friday, November 8, 2024
3 min

The Magic (and Realities) of Being an Accredited Investor 🎩💸

With the recent stock market boom, many professionals have found themselves crossing into "Accredited Investor" territory—maybe even without realizing it! Meeting the...

Thursday, October 31, 2024
4 min

Adventures in Atlanta: My Favorite Finds from FinCon 🎉

Just back from FinCon in Atlanta, and I have to say—WOW! From networking with financial wizards to discovering hidden gems, it was an absolute goldmine of information....

Tuesday, October 29, 2024
3 min

Accidental vs. Intentional Entrepreneur: The Anker Story ⚡️

We often hear about people who always knew they wanted to be entrepreneurs. They had a plan from the get-go, hustled hard, and followed the straight-and-narrow path to...

Wednesday, October 23, 2024
3 min

Why Everyone—Especially Women—Needs a Guilt-Free Fun Account

When was the last time you spent money just for fun without feeling a twinge of guilt? If you’re like most women, your answer might be, "I don't remember." ...

Saturday, October 19, 2024
4 min

🛋️ What I Learned from Estate Sales (and Why I'm Hooked!) 🏡

Estate sales are a whole vibe. If you've never been, let me tell you—it’s like stepping into a time capsule filled with quirky treasures, jaw-dropping bargains, an .....

Thursday, April 25, 2024
2 min

Will I Be Okay to Take a Pay Cut? 😬💸 Unraveling the Financial Rollercoaster

Considering a pay cut can feel like braving the wildest ride at the financial theme park. 🎢 From stomach-churning uncertainty to the thrill of new opportunities....

Thursday, April 18, 2024
3 min

Savoring Simplicity: The Joyful Bounty of Frugal Living 🍽️💫

In a world that often equates happiness with material wealth, it's easy to overlook the true treasures that lie in simplicity.🤑 Yet, amidst the hustle and bustle of....

Saturday, April 13, 2024
4 min

How to Organize Your Documents for Tax Season: A Guide for Smooth Sailing ⛵️

Ahoy, tax filers! As tax season approaches, it's time to navigate the sometimes choppy waters of tax preparation. But fear not! With a bit of organization and a splash...

Thursday, April 4, 2024
3 min

Living An Examined Life: Reflections from My First Year 🌟

Embarking on the journey of living an examined life has been a transformative experience filled with growth, challenges, and invaluable lessons. Reflecting on my...

Thursday, March 21, 2024
3 min

Sailing Through Retirement: Guide to Investing for Aging Parents🚢💰

Embarking on the voyage of retirement can feel like setting sail into uncharted waters. For many, managing finances in retirement can be daunting, especially when....

Wednesday, March 13, 2024
2 min

Unveiling the Vending Machine Myth: Navigating the Road to Passive Income 🍫🤖

Hey savvy investors! 💼💰 Let's talk about the latest craze in the world of passive income: vending machines. 🍫🤖 Now, before you start dreaming of endless streams...

Wednesday, March 6, 2024
3 min

🌱 Saying Farewell to Mint: Exploring Alternatives for Budgeting Bliss 🌱

Hey there, financial enthusiasts! 🎩💰 Have you caught wind of the latest? Our trusty pal Mint is gearing up for its final bow, leaving us in just a few short weeks.....

Friday, January 5, 2024
3 min

Let's Co-Write a Financial Resilience Book! 📚💪

Hello, amazing readers! As we dive into 2024, I've got a big, exciting project on my mind, and I want you to be a part of it. 🚀 The Financial Foundation: Building...

Wednesday, December 6, 2023
3 min

Smart Budgeting in the Age of Rising Prices: Where You Shop Matters! 😬💰

In today's world, budgeting has taken on a new level of importance. The prices of everyday items, from groceries to household essentials, have seen significant..

Monday, October 30, 2023
2 min

🌈 Arizona's Heartfelt Giving: Transform Your Donations into Tax Savings! 🌟

Hey there, fellow Arizonans! Ready to turn your generosity into savvy savings? Arizona's exceptional tax credits offer a fantastic opportunity to do just that....

Friday, November 10, 2023
4 min

The Priceless Freedom of Early Retirement: Beyond Financial Wealth🌅💰

Early retirement is often depicted as a financial goal, an achievement measured in dollars and cents. But the true value of retiring early transcends money.....

Tuesday, October 17, 2023
4 min

Why Accessible Fee-Only Planning Matters (and Why I Chose This Path)🌟

In the vast universe of financial advisory, navigating the myriad of options available to clients often feels like deciphering a complex maze. Each avenue promises a...

Tuesday, October 10, 2023
5 min

Tax Planning: When Should You Call in the Tax Squad? 💰🕵️‍♂️

Tax planning is like navigating a complex maze. You can certainly venture through it alone, but without a well-drawn map, you might find yourself lost in a sea of....

Thursday, October 5, 2023
4 min

Buy vs. Build a Business: Making the Entrepreneurial Choice 🏗️💼

Are you contemplating the exhilarating leap into the world of entrepreneurship? Congratulations! You're on the path to a thrilling and rewarding journey....

Tuesday, September 26, 2023
3 min

Navigating the Depths of Desires and Fears through Life Planning🧭

Embarking on the transformative journey of life planning is like traversing through dense fog, filled with a maze of our deepest desires and innate fears. It’s not a ...

Wednesday, September 20, 2023
1 min

Calling All Small Business Owners! Time to Talk Retirement (Yep, Already!) 📅🚀

Hello, dynamic entrepreneurs! With the middle of September already here, there's more on the table than just the turn of seasons and the upcoming Q4. Let's discuss...

Wednesday, September 13, 2023
4 min

Understanding Debt: From Good to Bad and Everything in Between

Debt, in many ways, is like the unpredictable seas. It can be calm and serene or rough and tumultuous. But fear not! With the right compass (or knowledge), we can....

Tuesday, September 5, 2023
3 min

Drowning in Debt? Here's Your Lifeboat 🚣‍♀️💰

The subject of debt is a touchy one, often accompanied by feelings of guilt, shame, or dread. If you find yourself sinking in financial quicksand, you're not alone....

Tuesday, August 29, 2023
4 min

Knowing What Your Business is Worth: Navigating Multiples & Resources

Hey there, entrepreneurs! 🚀 Whether you're laying the first brick of your dream venture or steering an established ship, understanding the value of your business isn't..

Tuesday, August 22, 2023
4 min

The Unsung Importance of Paying Yourself: A Deep Dive for the Self-Employed 💼💰

In the entrepreneurial world, every twist and turn is a learning experience. From managing operations to handling customer relationships, entrepreneurs become jacks....

Tuesday, August 15, 2023
4 min

Is Climbing the Corporate Ladder Worth It? Let's "Popp" the Question! ☂️🕊

Climbing the corporate ladder has long been the hallmark of professional success. But is it always worth the climb? As someone who's traversed the terrains of high....

Wednesday, August 9, 2023
3 min

🌟 Asset Location: The Hidden Key to Tax-Efficient Investing 🌟

Navigating the complex world of investing requires a deep understanding of how different accounts work, particularly in terms of taxation. By placing your investments ...

Tuesday, August 8, 2023
4 min

Investing in CDs: A Family Man's Query and the Bandwagon Effect

In the ever-changing financial landscape, trends come and go, often causing confusion and a sense of urgency. Recently, a client who is the breadwinner of a ....

Wednesday, August 2, 2023
5 min

Work-Life Balance: A Tale of Two Continents 🌍🕔

Work-life balance, that elusive equilibrium between our professional and personal lives, is more than just a buzzword. It's a necessity for mental well-being, physical...

Friday, July 21, 2023
4 min

Raising Money-Smart Kids: A Personal Journey 🎓💰

In the ever-evolving world of finance, teaching our kids about money is a gift that will serve them throughout life. Just as we teach them basic skills like brushing...

Tuesday, July 18, 2023
3 min

When Do You Need a Financial Planner and How Much Does It Cost? 🧐💡

Navigating the world of personal finance can often feel like traversing an intricate maze. For many, the question "Do I need a financial planner?" frequently crops up...

Saturday, June 24, 2023
4 min

High Savings Rate: The Financial Tango of Discipline, Habit, and Investing 💰💃🕺

Cracking the savings code can often feel like preparing for a marathon. The end goal can seem miles away and the road - long and tedious. Yet, a high savings....

Tuesday, June 20, 2023
4 min

Finding Your Entrepreneurial Path: A Guide with Personal Insights 🚀

Are you captivated by the idea of leaving the corporate world to start your own venture? The journey from employee to entrepreneur is thrilling, yet it can be fraught...

Thursday, June 15, 2023
4 min

Inflation and You: Age-Specific Strategies to Navigate Rising Prices📈💰

Inflation! A word that sends shivers down many a spine. Whether it's making headlines or subtly nudging up the price of your morning coffee ☕️, inflation is an economic..

Monday, June 12, 2023
4 min

Know Your Numbers: Empowering Personal and Professional Success 📈🔢

Navigating the financial landscape can often feel like you're trying to solve a Rubik's Cube while blindfolded. However, understanding your numbers – whether...

Friday, June 9, 2023
3 min

🛡️ The Guiding Principles of Insurance: Safeguarding Wealth, Not Generating It 💰

Insurance: A term that can make eyes glaze over or hearts race, depending on one's familiarity and experiences with it. It's a staple in our personal finance toolkit...

Monday, June 5, 2023
2 min

Incorporating Passion Income: The Innovative Way to Financial Freedom 🚀💰

In the pursuit of financial freedom, the traditional path has been to amass enough assets that produce an income capable of covering your living expenses ....

Tuesday, May 30, 2023
4 min

🎯Bullseye or Misfire: Unveiling the Myth of Target-Date Funds

n the bustling arena of investing, target-date funds have steadily risen as the go-to choice for retirement planning. Their allure lies in their seeming simplicity...

Wednesday, May 24, 2023
3 min

🏞️🌌 Navigating Your Retirement Terrain: Moving Beyond the 4% Rule 🏞️🌌

Just as each journey is unique, so too is each individual's retirement planning. The well-known 4% Rule, while a helpful guide, is not a universal solution. It's like...

Friday, May 12, 2023
4 min

🌟 3 Essential Rules for Wealth and Happiness: Inspiring Your Wealth Journey 🌈💰

Embarking on a wealth journey is about more than just money; it's about cultivating a life of happiness and fulfillment. Here are three essential rules to guide you on ..

Saturday, May 6, 2023
3 min

🌟 The Power of Balance in Wealth and Personal Finance: Lessons from The Lion King 🦁

"Everything you see exists together in a delicate balance." - Mufasa, The Lion King I was watching The Lion King with my kids last night and I had ...

Tuesday, July 23, 2024
2 min read

Parenting Rollercoaster: Navigating Regrets and Revelations🎢👶

Aspiring parents and parents, get ready for a wild ride through the highs and lows of parenthood! From heart-stopping moments to exhilarating triumphs, I'm laying it all

Tuesday, August 20, 2024
4 min read

Navigating the Financial Advisory Jungle: From Sales to Life Planning🦟🐊🐘🦋

Ever wondered about the maze of "advisers" in the financial industry? It's a wild ride, with different levels, credentials, and, yes, a range of motivations. Buckle up, b

Monday, September 9, 2024
2 min read

Unlocking Your Dream Lifestyle: The Power of Life Planning 🌟

In the world of financial planning, the pursuit of a dream lifestyle often seems tied to a hefty bank balance. Yet, within this realm, a transformative force exists – lif

Monday, September 23, 2024
4 min read

The True Cost of a Car Accident (Even When It’s Not Your Fault!) 🚗💥

Recently, my car was totaled in an accident. Luckily, nobody was hurt, and it wasn’t my fault. The good news? The other driver had decent coverage, and their insurance co

Saturday, September 28, 2024
5+ min read

How Life Planning Changed My Life: Transformations in Just a Year! 🚀

Ever wondered what true transformation feels like? 🤔 Over the past year, I went on a journey that completely shifted my view on life, family, and work. Through life plan

Monday, October 14, 2024
4 min read

Balancing Family & Finances: A First-Gen Guide to Thriving💞

Let's be real—being financially responsible for yourself is tough enough. Now, add the pressure of supporting loved ones, whether it’s family back home, aging parents, or

Wednesday, October 16, 2024
3 min read

Index Annuity with 45% Bonus. What Could Possibly Go Wrong?

Let me paint you a picture: a client, a new immigrant couple in their early 60s, got on the zoom with me at the help of their child. They're unsure about their retirement

Friday, October 11, 2024
3 min read

The Power of Unplugging: My Month-Long Journey in China 👨‍👩‍👧‍👦

As an immigrant from China since 2012, this summer I had the unique opportunity to spend five weeks back in my homeland with my family. This journey wasn’t just about ..

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