As we all watched radar images from Hurricane Florence last week, and we all benefited from modern scientific pre-knowledge of these sort of events, I thought about what it would be like to have had no warning whatsoever about that kind of storm. Even 100 years ago, there wasn’t any kind of advance warning. Imagine that. And it made me … Read More
Six Steps To Debt Recovery By Jong Lee
Our hearts are with the Carolinas, and with the cleanup process that is just beginning over there. With all of the the flooding that is hampering efforts to get in and even evaluate the damage, we know this will be a long road to recovery. The slow onset of these hurricanes is a mixed bag, isn’t it? We prepare for … Read More
Five Steps To Help Oakland Families And Individuals Prepare for Financial Emergencies
With Hurricane Florence barrelling towards the southeastern United States, I’m reminded (again) about how the unexpected can put a big dent into a well-planned life. And as a planner by nature, these kinds of slow-approaching problems (like hurricanes), are the sort of thing against which I’m always on guard on behalf of my Oakland clients, family, and friends. There’s a … Read More
Three Key Money-Management Tips For College Students In Oakland
So, Labor Day is behind us, which means that the FALL is here. Football, cooler temps, pumpkins and more are in our future. And school. School is back in session in Oakland — which for some parents is something to celebrate, and others something to mourn. Or a little of both! And for the college-aged students among us, new worlds … Read More
Implement Jong Lee’s Tax Planning Strategy To Pay Less On Taxes This Year
It’s true — there are certain people for whom this note doesn’t apply. There are those who are perfectly fine paying the amount of tax they pay every year, thank you very much. However, since YOU have chosen to invest yourself in our services (or at one point considered it), you are probably in the second group: those who would … Read More
Tax Reform Has Opened Up Many Tax Strategy Opportunities We Can Implement For Oakland Families And Individuals
I can’t believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by — and those of us who pay attention to politics are already tired of all … Read More
A Family Budget Plan By Jong Lee
Last week I wrote to you about a few financial conversations worth having within a marriage, or any close partnership. As we turn the page into the end of summer, there are a swath of newlyweds out there, and this (and the previous note) might be something useful to send their way. But before I get there, a word about … Read More
Jong Lee’s Two Financial Exercises To Strengthen Your Family Finances
All of the tax media outlets (and even some non-tax ones) were shouting about a new Government Accountability Office (GAO) report that showed that (gasp) millions of taxpayers are underwithholding, and that they will face a tax bill come 2019. Apparently, there was an increase of 3% of those who will owe the IRS due to not adjusting withholding per the new tax law. Fortunately, … Read More
Jong Lee’s Five Key Long-Term Financial Goals
It’s helpful to have long-term financial goals at which to aim. But the problem is that there is just SO MUCH financial advice to be had on ye olde World Wide Web that cutting through the noise and finding simple targets is difficult. So, that’s what I’m here to provide today. For those of my clients who are over age 50, this can … Read More
Jong Lee’s Guide For Choosing An Executor Of Your Estate Plan
We love what we do. I’m not sure if it’s always obvious, but perhaps you can take a cue from the fact that I take the time to post you these sorts of notes on a regular basis, if not by other factors. We love this stuff, and consequently, we work hard for our Oakland clients. Crafting elegant, tax-saving and … Read More