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Blog2023-02-09T13:17:14-08:00

Is Winning the Lotto All It’s Cracked Up to Be?

September 7th, 2017|

A Massachusetts woman recently won the biggest lottery prize in US history – $759 million. She did what many lottery winners do and contrary to what most financial planners would advise, which is to quit her job and take the prize as a lump sum of $480 million before taxes, instead of installments over a period of years. […]

How to Thrive in the Age of Accelerations

July 1st, 2017|

A book I recently read, Thank You for Being Late by Thomas Friedman, helped make sense of the crazy world we live in. I’ve been feeling like things are moving ever faster and finding it overwhelming at times to deal with the hectic nature of life. This book helped me understand why I am feeling this [...]

How to Make Summer Really Count

June 1st, 2017|

With summer vacation around the corner, you might be wondering how you will keep your kids occupied all summer and not hear, “I’m bored”, constantly. While figuring out what to do on their own has its own benefits, if you’d like to offer them some helpful ideas, here are a few activities that can help them learn something useful, too. [...]

Paying for College without Bankrupting the Retirement Plan

May 1st, 2017|

This time of year, parents of high school seniors may find themselves experiencing dual emotions related to their kids – pride over the top-tier colleges their child has been accepted to and shock over how much it’s going to cost. Another emotion might quickly set in for those who haven’t saved enough for college – panic over how in the world [...]

It’s Time to Get Serious About Financial Literacy

April 1st, 2017|

April is financial literacy month. Financial literacy is an understanding of money – how to make it, how to manage it, how to invest it, and how to give back. Understanding money and how it works has never been more important. The collective debt burden of United States citizens is $11.5 trillion dollars. This is 75% of US GDP. Only [...]

Taking the Tax Bite Out of Raising Kids

March 1st, 2017|

Raising kids is expensive. By my estimate, it can cost close to $500K to raise a child, including college, in expensive parts of the country like the Bay Area. So, it’s helpful to know that there are certain tax advantages to having kids. A few of the more common ones are outlined below. […]

New Year’s Resolutions: Why Bother?

February 1st, 2017|

If you are like the 44% of Americans who made New Year’s resolutions in January, you might by now also be feeling like the 92% of people who fail to keep their resolutions. If so, you might be wondering what is the best way to stay on track? What can I do if I fall off the wagon? Or why [...]

Gratitude Is Good For Your Health

December 1st, 2016|

After a particularly divisive and negative election season, many might be craving a bit more positive energy and healing. The hectic pace and excessive consumption of the holidays can also cause stress. For these reasons, now is a particularly good time to focus on gratitude and generosity to others. […]