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 […]

How To Avoid Clipping Coupons and Pinching Pennies In Your Old Age

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Erin Bui chats about her grandmother’s financial constraints in Vietnam, which mirrors what many seniors are going through in the United States. Creating a protection plan (encompassing estate plan, life insurance, and annuities), should help ease the financial worries seniors face. After working so hard all your life, there finally comes a time when you […]

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 […]

The Young Family Preparation Checklist

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Michelle Sun gives young families and couples just starting out their household, a list of to-do items such as estate planning, life insurance, disability insurance and basic investments. With the birth of a new child comes the celebration of life, but with younger kids comes more financial responsibility and care, especially during the first few […]