by Linda Cao | Mar 1, 2024 | Newsletters
The New Year is a fresh start, an opportune time to reflect and set new dreams and goals. Gyms become busy, travel plans are made, and new diets, schedules or budgets are adopted. But if we are honest, sustainable changes are hard, as our motivations often fade in a...
by Linda Cao | Oct 19, 2023 | Financial Transition & Planning, Newsletters
As the fall season is upon us and the holiday season approaches, now is a perfect time to reflect on the year, think about people in need and organizations you want to support and honor, and make a meaningful impact. For this purpose, we have prepared four...
by Linda Cao | Jul 26, 2023 | Financial Transition & Planning, Newsletters
School is out and summer is in full swing! We hope you enjoyed a fun and relaxing Independence Day with friends and family. As we celebrate the spirit of freedom and independence this summer, we can reflect on the importance of achieving financial independence in our...
by Linda Cao | May 8, 2023 | Financial Transition & Planning, Newsletters
If asked: “What is the most important consideration for retirement?” What comes to your mind? Most people would answer: “having enough money.” While financial security is necessary, in my last 18 years of experience working with clients, I have found it is...
