Jong Lee’s Two Financial Exercises To Strengthen Your Family Finances

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

Dr. Jong LeeJong Lee’s Two Financial Exercises To Strengthen Your Family Finances

Jong Lee’s Five Key Long-Term Financial Goals

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

Dr. Jong LeeJong Lee’s Five Key Long-Term Financial Goals

Jong Lee’s Guide For Choosing An Executor Of Your Estate Plan

choosing an executor

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

Dr. Jong LeeJong Lee’s Guide For Choosing An Executor Of Your Estate Plan

New (and Old) Tax Scams Taxpayers In Oakland Need To Know About

tax scam

You’d think that this would be about golf, since here we are smack in the middle of summer. But I’m here with a word of caution about other kinds of traps, not of the sandy variety. Last week, we spoke about executors, and I’ll return to that subject soon. But today, I thought I’d issue some words of caution about … Read More

Dr. Jong LeeNew (and Old) Tax Scams Taxpayers In Oakland Need To Know About

Achieve Financial Independence in Oakland by Outsourcing

financial independence

If you pay close attention to the news media (which I don’t advise, but in our digital world, it can be unavoidable), you might be feeling a weight, almost as if there is a sense of impending doom. I saw a recent survey that indicated that almost one third of respondents felt that we could be headed towards a second civil … Read More

Dr. Jong LeeAchieve Financial Independence in Oakland by Outsourcing

Jong Lee’s Four Tips On How To Think About Money

how to think about money

It’s been a great pleasure to reconnect with some Oakland clients this past week, as we have had the opportunity to conspire together about building their financial fortress, with the “new” tax law in mind. There are still plenty of provisions within these new tax regulations for which the IRS has not yet issued clear guidance, but that doesn’t mean … Read More

Dr. Jong LeeJong Lee’s Four Tips On How To Think About Money

Jong Lee’s Tax Savings Strategies Stop Loaning The Government Your Money

tax savings

The government doesn’t need a loan from you… that’s what the Federal Reserve is for. That said, the most recent Treasury statement shows that the Feds collected a record $1,143,141,000,000 in individual income taxes through the first eight months of fiscal 2018 — that’s $1.1 TRILLION — and still, the government ran a $532.2 BILLION deficit those same months. So perhaps they … Read More

Dr. Jong LeeJong Lee’s Tax Savings Strategies Stop Loaning The Government Your Money

Delayed Gratification: Staying Focused to Get Ahead (Later) in Oakland

delayed gratification

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation’s capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in horse racing. Now, well … there’s baseball. But this is a good … Read More

Dr. Jong LeeDelayed Gratification: Staying Focused to Get Ahead (Later) in Oakland

Focus Training For Folks In Oakland

focus training

Now that we’re into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter … and, if you’re like me, “focus” becomes something I have to set myself towards. It doesn’t just “happen” — especially when the days are hot. It might be simply because tax season is now fully behind us, and … Read More

Dr. Jong LeeFocus Training For Folks In Oakland

Instilling Financial Literacy For Kids In Oakland

financial literacy for kids

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics — all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the sake of our constitutional freedoms. However, when you talk to veterans from … Read More

Dr. Jong LeeInstilling Financial Literacy For Kids In Oakland