One Trump Tax Plan Mistake That Jong Lee Wants You To Avoid

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

Dr. Jong LeeOne Trump Tax Plan Mistake That Jong Lee Wants You To Avoid

The Lee Accountancy Group’s Guide to Nailing this Year’s Holiday Budget

Plans, plans, plans. We’re all about those plans. These days, we’re working with a fair number of our Oakland clients to get ahead of all of the changes to the tax code. Yes, there’s a larger standard deduction next year, and that might make sense for you. But I’ll tell you what DOESN’T make sense: not taking action now when … Read More

Dr. Jong LeeThe Lee Accountancy Group’s Guide to Nailing this Year’s Holiday Budget

What Is The Proper Role Of A Oakland Small Business Owner?

Firstly, I gotta say — we’re past the midpoint of October, and, well … the calendar is speeding up. Sure, looking back from an historical perspective might still enable us to find some deductions. But by the time the end of the year hits, it’ll be too late to fix problems like missing the new 20% QBI reduction, lost MERP … Read More

Dr. Jong LeeWhat Is The Proper Role Of A Oakland Small Business Owner?

Jong Lee’s Key Points On How To Make Sound Financial Decisions (Part 2)

We just wrapped up all the extension returns for TY2017, and can finally place our gaze SQUARELY at what’s ahead. Which is a funny thing to say, because, well … for too many of our clients, we are continuously looking backwards — simply because they haven’t worked with us before the year is over, and we aren’t able to make … Read More

Dr. Jong LeeJong Lee’s Key Points On How To Make Sound Financial Decisions (Part 2)

Jong Lee’s Common Financial Mistakes (Part 1)

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

Dr. Jong LeeJong Lee’s Common Financial Mistakes (Part 1)

Should Oakland College Students Invest In The Market Or Pay Off Student Loans Early?

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the last decade (and has), but today I … Read More

Dr. Jong LeeShould Oakland College Students Invest In The Market Or Pay Off Student Loans Early?

Getting Your Mental State Out Of Fear And Anxiety By Jong Lee

I might be wrong, but I get the sense that many of my friends and clients in Oakland are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on the … Read More

Dr. Jong LeeGetting Your Mental State Out Of Fear And Anxiety By Jong Lee

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

Dr. Jong LeeSix Steps To Debt Recovery By Jong Lee

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

Dr. Jong LeeFive Steps To Help Oakland Families And Individuals Prepare for Financial Emergencies

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

Dr. Jong LeeThree Key Money-Management Tips For College Students In Oakland