Preparing a Disaster Plan In Oakland

disaster plan

All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many lives, businesses, and families have been radically altered. How have … Read More

Jong LeePreparing a Disaster Plan In Oakland

Summer Chaos, Total Eclipse and Lee’s Key Reminders

total eclipse

How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we’ve been experiencing as a nation. Social media remains an extremely divided (and divisive) place right now and even the upcoming football … Read More

Jong LeeSummer Chaos, Total Eclipse and Lee’s Key Reminders

Lee’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Charlottesville

Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges and we’re in danger of falling apart. Not only do we seem to be more divided than … Read More

Jong LeeLee’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad

Building a Better Personal Network In Oakland

Personal Network

We work a great deal with asset sheets and financial numbers for our Oakland clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Oakland families and people we serve. But what is becoming increasingly clear in this 2017, always-online, world is this: our most powerful … Read More

Jong LeeBuilding a Better Personal Network In Oakland

Why You Should Create A Tax Planning Strategy With An Oakland Professional’s Help

tax planning strategy

Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that’s because the lesson from it is so instructive. And I’ll admit from the jump, that it’s self-serving to some extent. Because in the age of AI, point-and-click software and ROBOTS, it’s tempting to think … Read More

Jong LeeWhy You Should Create A Tax Planning Strategy With An Oakland Professional’s Help

Training Your Heart For Good Financial Stewardship In Oakland

financial stewardship

Working with my Oakland clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that we all could use the reminder that our human flaws show up very clearly … Read More

Jong LeeTraining Your Heart For Good Financial Stewardship In Oakland

A Basic Mid-Year Tax Planning Method for Oakland Taxpayers

mid-year tax planning

Well, we are right in the thick of summer. It’s hot. It’s also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you’re probably averting your eyes from the national political scene — because whichever “side” you favor, nobody seems … Read More

Jong LeeA Basic Mid-Year Tax Planning Method for Oakland Taxpayers

Smart Planning for Financial Independence in Oakland

Financial Independence

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in Oakland wrote me saying that they were feeling pretty dispirited about their personal situation … and that anything discussing “financial independence” really seemed … Read More

Jong LeeSmart Planning for Financial Independence in Oakland

Four Keys to Achieving Financial Freedom by Jong Lee

financial freedom

I truly hope you enjoyed your Independence Day festivities. Perhaps you’re still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn’t sign it until August 2nd? While John Adams expected Americans would celebrate July 2, the date on the published copies of the document was July 4th … … Read More

Jong LeeFour Keys to Achieving Financial Freedom by Jong Lee

Three Practical Financial Tips for the Multi-Generational Caretaker in Oakland

caretaker

With summer in full swing, for some of my Oakland clients it means that the children are more “present” than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those, if you do it right), various activities for the family, and more. But there … Read More

Jong LeeThree Practical Financial Tips for the Multi-Generational Caretaker in Oakland