A Oakland Parent’s Four Step Guide On Teaching Money Management For Kids

Teaching Money Management For Kids

Now that the elections are over, we are all adjusting to the idea of President Donald Trump. Even typing those words is an odd experience (as it would also have been to type “President Hillary Clinton”) … we’ve had eight years of President Barack Obama, and however we feel about all of it, it’s always in our interests to approach … Read More

Jong LeeA Oakland Parent’s Four Step Guide On Teaching Money Management For Kids

Jong Lee’s Breakdown of the Candidates Tax Plans

As I promised, I have some information for you about the broad strokes of the potential income and business tax policies of our candidates for President this year. It’s obviously a politically-charged issue, and so I’ve drawn from my own analysis, as well as the nonpartisan Tax Foundation. But I also hope to turn down the temperature on this issue … Read More

Jong LeeJong Lee’s Breakdown of the Candidates Tax Plans

9 Questions For Oakland Taxpayers To Consider for Tax Planning

I wanted to put this on your radar before the next few weeks, when (apparently) our nation (and perhaps even our little village of Oakland) will be going down in flames. If we are to believe either/both sides of this nasty election, if Trump/Clinton steals/wins/loses the election, then we will have chaos/civil-war/armageddon and life/politics/Facebook as we know it will be … Read More

Jong Lee9 Questions For Oakland Taxpayers To Consider for Tax Planning

Four Key Recordkeeping Principles For USA Families To Protect You In The Case Of An Audit

Well, our “extension season” is behind us (as of Monday the 17th), and we here at Team Lee can finally turn our full attention to what’s coming down the pike in 2017. With the election brewing around us, Congress isn’t doing *anything* right now about tax legislation … so, as usual, there will be some last-minute treats for us by … Read More

Jong LeeFour Key Recordkeeping Principles For USA Families To Protect You In The Case Of An Audit

Jong Lee’s Key To Raising Rich Kids

In a few weeks, I intend to post here a look at the tax policies being proposed by each presidential candidate. Much of it is “campaign bluster”, but some of it does show how each of them might affect your wallet, and mine. In the meantime, there’s a lot of argument and news these days about them releasing their personal … Read More

Jong LeeJong Lee’s Key To Raising Rich Kids

Jong Lee’s Six Steps For Dealing With Errors On Your Credit Card Statements

I write these notes on Mondays, and as of today, we don’t yet know what kind of drama (if any) will occur during the presidential debate set for tonight. But regardless of all the political posturing, we’re all facing so much emotion these days. From the Terence Crutcher shooting, to the unrest in Charlotte, and all over the American map, … Read More

Jong LeeJong Lee’s Six Steps For Dealing With Errors On Your Credit Card Statements

Seven Free Tips For Identity Theft Protection For Oakland Individuals & Families

With the recent bombings in New York and New Jersey, the nation seems (once again) to be on edge, and the news channels are (once again) analyzing non-stop the ramifications of it all, what should have been done, what could be done, etc. Fear can run rampant within us if we don’t guard our mind. I’ll leave the analysis to … Read More

Jong LeeSeven Free Tips For Identity Theft Protection For Oakland Individuals & Families

An Overview Of Student Tax Credits, Benefits & Deductions By Jong Lee

There are people on social media who are already posting hopeful pictures about “Harvest Time” and “Fall 2016”, and I think it might be because this summer has been a really hard one for the nation, and our world. We’ve had terrorist attacks, Zika, terrible flooding in multiple states, political turmoil, a very surreal Olympics (though seasoned with wonderful stories). … Read More

Jong LeeAn Overview Of Student Tax Credits, Benefits & Deductions By Jong Lee

Jong Lee’s Financial Goals By Age

Despite what they’re saying about the low TV ratings for these Olympics, almost everyone I know is talking about them. Michael Phelps, Simone Biles, Simone Manuel, Usain Bolt … the great stories are flying at us so fast that it’s almost hard to keep track. I’m so grateful for the streaming options this year so we don’t have to miss … Read More

Jong LeeJong Lee’s Financial Goals By Age

Children, Finances And Oakland’s Consumerism Culture

I’ve recently witnessed some child tantrums in the checkout line. You know how it goes … many people looking away, some looking on with scowls of judgment and a few kind souls giving smiles and words of encouragement. Parenting is no walk in the park. Many parents face a unique tension when it comes to loving and providing for their … Read More

Jong LeeChildren, Finances And Oakland’s Consumerism Culture