Time Flies: Kids Are Grown, “Empty Nest” Looms

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Erin Bui chats about her parents and the concerns of a mature couple, at the stage in life where they’re sending their children off to college, helping pay for college costs, and the important checklist of things to do as the empty nest looms. When you were young and just got married, you probably thought you […]

The Advanced Health Care Directive

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We discuss the importance of having an Advanced Health Care Directive (aka Living Will) and the important choices you must make in this living document. The Advanced Health Care Directive, also known as a Living Will, is one of the most important documents in the estate planning process. What this document does is it specifies what […]

Equity Compensation: Stock Bonus Plan vs. ESOP

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Marc Ang helps you decide whether a stock bonus plan or an Employee Stock Ownership Plan (ESOP) makes more sense for you, by laying out the basics. Sometimes you don’t want to compensate your employees with cash. Equity compensation has become more and more prevalent, especially in a world of tech startups that end up going […]

Selecting A Retirement Plan For Your Business

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Marc Ang gives a bird’s eye view of retirement plan options out there for businesses. It is important to start the discussion off knowing which questions to ask yourself and your business before you put something in place. The time has finally come for you as a business owner. Perhaps you’re getting sick and tired […]

Breaking The Cycle of Poverty: Start With Your Mindset

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Marc Ang gives a pep talk about some financial basics, such as saving money, not spending more than you have and focusing on your financial goals; based on a real life example of a successful retiree, Carla. Having financial basics are key before you even think about insurance and investing and keeps you from being […]