In Chinese astrology, the Year of the Dragon is considered to be an auspicious and powerful time. People born in … More
Tag: Financial Planning
Top Five Lunar New Year Traditions and its relevance to financial planning.
As we approach the Year of the Tiger, let us look at some superstitions and traditions for CNY that were … More
Testimonial from a Cancer Survivor
Kevin is a is a fighter and #cancersurvivor who had battled two bouts of #cancer. He is also my client … More
The Marshmallow Test
I have been sharing financial literacy with children as young as age 7 since 2008. The main take away for … More
Do you need a million dollar of coverage?
There was a period of time when a million dollar was a unreachable figure. I’m not saying that it is … More