Erin Bui chats about the prevalence of identity theft and their common tricks. She gives us identity theft prevention tips and encourages everyone to become aware. Identity theft might not sound as frightening to someone who hasn’t experienced it. However, once it happens to you or your loved one, you will usually take a different perspective, when you see the damage and … [Read more...] about Identity Theft: Common Tricks and How To Protect Yourself
Business Owners
Taxation When It Comes To Social Security Benefits
Marc Ang discusses about some of Social Security benefits tips and the technical aspects of taxation on Social Security benefits and also gives examples on calculating social security benefits tax. For many active seniors who want to continue working, or are savvy investors making passive income, there are some tax nuances to consider. Many seniors ask the question, "Are my … [Read more...] about Taxation When It Comes To Social Security Benefits
Crafting Your Financial Power of Attorney
We discuss the important considerations and intricacies of the Financial Power of Attorney document in the estate planning process and difference between the General Power of Attorney and Durable Power of Attorney. This should be part of any estate plan checklist. When preparing to give another person the ability to make financial decisions for you, there are many things to … [Read more...] about Crafting Your Financial Power of Attorney
The Advanced Health Care Directive
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 should happen to you if you become sick or … [Read more...] about The Advanced Health Care Directive
Breaking The Cycle of Poverty: Start With Your Mindset
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 a slave to your finances. Why do some people rise up from poor … [Read more...] about Breaking The Cycle of Poverty: Start With Your Mindset