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

How To Manage Money For Oakland Millennials

How To Manage Money

I’ll tell you what… The month of May is beginning to look a lot like December. Definitely not because it’s cold out there, but with so much “end of school year” stuff happening these days, from graduation parties (ranging from pre-k “graduations” all the way up through college and beyond), to weddings (both royal and otherwise), to sports seasons wrapping … Read More

Dr. Jong LeeHow To Manage Money For Oakland Millennials

Dr. Jong Lee’s Three Tips For Resisting Financial Process Automation

Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction — with the human being … Read More

Dr. Jong LeeDr. Jong Lee’s Three Tips For Resisting Financial Process Automation

A 12-Point Financial Health Check For Oakland Families And Individuals

financial health

We are now fully engaged in our tax “off season” here in Oakland. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases various new guidances … Read More

Dr. Jong LeeA 12-Point Financial Health Check For Oakland Families And Individuals