by Linda Cao | Mar 13, 2025 | Women & Money
In a safe and supportive space, our Women Circle attendees experienced what true connection and compassion feel like, reflected on past challenges, and shared the tools and resources that helped us overcome them. We recognized the deep commonalities in our life...
by Linda Cao | Mar 7, 2025 | Financial Transition & Planning, Newsletters
Recent headlines and events have left many of us feeling unsettled—from the devastating Southern California wildfires to widespread government layoffs, and the impact of tariffs and rapidly shifting domestic and international policies. For those directly affected by...
by Linda Cao | Nov 1, 2024 | Investment, Newsletters
With Election Day just around the corner, the constant headlines and varying opinions have left many feeling uncertain and anxious about the outcome. We understand your concerns and the potential impact the election results may have on your well-being. In times like...
by Linda Cao | Aug 26, 2024 | Financial Transition & Planning, Newsletters
I grew up in China in the 1970s, a time when material goods were scarce. I vividly remember the days of food ration stamps and how a can of spam was the most luxurious and delicious treat I could imagine as a child. Everyone I knew was a saver, driven by the need to...
by Linda Cao | Mar 1, 2024 | Financial Transition & Planning, 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...
