Driving requires a glance at the dashboard on a regular basis to monitor all of the various gauges that let us know when things are on track and when we don’t have enough gas to get to our destination. The same is true for your finances.

In our time together previously, we have driven through financial planning topics at a relatively high rate of speed. From investment planning, tax strategies, estate planning, and more, we’ve covered a lot of ground.

Throughout this road trip, I’ve mentioned

Have you ever wondered how to merge savings into your budget? What if there was a way to save efficiently without putting you in a panic about having enough money on hand to pay monthly expenses or for discretionary spending? Think about your spending habits for a second. Most of the time, we don’t even think twice about swiping a card or dishing out cash for smaller purchases and monthly expenses. If you live in an apartment, you pay rent. You might also have a car payment, utilities, or a

by: Amy Ng
As you age and realize your earning potential, it’s only natural that you will add to and enhance your quality of life. Economic theories assume that humans are rational beings, yet the irrational action of spending beyond ones’ means is a very common reality. Many people see every income boost as a means of buying more stuff. Each raise at work results in a new addition to an increasingly cushy lifestyle filled with unnecessary purchases. The result is people putting off retirement

How important is long-term care?

It is important enough for you to plan it.

It is important enough for you to do it.

It is important enough for you to think twice.

Independence Day is one of America’s favorite summer holidays. What is one of your favorite traditions on Independence Day: fireworks, hotdogs, parades? In this blog, I want to talk about another kind of Independence Day, your Financial Independence Day.

If money and time were not an issue, what kind of activities would you be doing over the next twelve months? The day when work becomes optional—when you can choose to stop working and start doing those activities that you enjoy while

Nobody likes thinking about the end, or picking a guardian to raise your children, or having to pick which of your children would best at managing your money in your absence. But the thing about estate planning is, if you don’t do it, you lose your say in how things are handled when you pass away or if you are incapacitated and unable to speak on your own behalf. Without a will, your estate may end up in court, divvied up based on a judge’s decision—not your own.

Doing pretty well

Picture this - I’ll be at a networking event, wearing a sticker name tag and holding a plastic glass of tepid water, and a guy with a bad suit and even worse haircut will, out of nowhere, shout, “I don’t get what you wealth managers do.  I do pretty well on my own just using the internet.”  And, before I can respond, he’s off to give his opinion again, rambling about the cheese tray to the hotel staff. 

Echo Huang recently sat down with the Brave by Design podcast to share her personal story and discuss financial planning for retirement. 

Echo recently sat down with Michael Kitces on the Financial Advisor Success Podcast to discuss how you can own your future by continuously reinvesting in yourself to build the advisory career you want. 

In this episode:

Echo talks about how she built her career starting out in the industry from scratch as an immigrant to the U.S. with just $800 in her pocket. She started studying finance as an undergraduate, then decided that it would help her career to get a CPA license, so she joined a

Echo Huang recently sat down with DPL's Tim Rembowski for their podcast series: Advisor Relations Podcast. 

Echo recently sat down with Lori Anne Rising and "Uncle Mark" Olmstead on the Rise 'n Shine podcast to discuss owning your future and rebuilding your wealth after COVID-19. 

The day of my engagement (just last month) was the best day of my life.  After a day of anxiety awaiting the proper moment, the time finally arrived. I got down on one knee and she said “Yes.”  The 48 hours following my proposal and her acceptance were a whirlwind of awesomeness – countless phone calls, texts, Facebook messages, Snapchats, Instagram posts, Twitter mentions, and even a couple handwritten “Congratulations” cards in the mail (by far the most memorable, by the way).&nbsp

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

Nobody likes thinking about dying, or selecting a guardian to raise your children, or having to choose which of your children would best manage your money in your absence. But the critical point about estate planning is this: If you don't do it, you lose your say. Without a will, your estate may end up in court, divvied up based on a judge’s decision - not your own.

Without specific terms set in place, you may not get the medical care you would prefer or the preferred custodial caretaker for

Recently Echo sat down with the Business Credit and Financing Show to discuss how to safeguard and market-proof your financial portfolio in any crisis.

This podcast provides a savage approach to personal finance featuring financial professionals and subject matter experts. 

Sometimes, the unknown can be a bit scary. Previously, I’ve shared several financial tips that will allow you to plan for your financial independence and to own your future. Today, I want to ask you to give me a few somber minutes of your time.

I am asking you to turn off your emotions and turn on your intellect only. This way, you will be protected from your emotions entering in and shutting you off from discussing a tough but important topic: Long-Term Care. Come out from under the blanket

You might be thinking…
Other people get disabled, not me.
My business can run without me.
I’d rather put my money into growing my business.

The truth is illness and injury impact all of us, even businesses. Whether you are a key employee or business owner, understanding the possible outcomes of a temporary or permanent disability will help you to identify smart solutions for your financial plan.

If you’re a high net worth individual, chances are you have worked very hard to amass your wealth. Now, it’s vital to work equally as hard to manage that wealth to continue to benefit you and your family. That means paying close attention to your unique circumstances and being thoughtful and diligent about your high-net-worth financial planning.

It sounds great! Retiring with your spouse at the same time would mean you could travel together, take up some hobbies together, have more time to spend as a couple. And how long has it been? Often, by the time we are nearing retirement we have only recently said goodbyes to our youngest child. Which means that over the last 20 or more years, spouses have seen little of each other as day-to-day obligations eat up alone time. It is for these reasons that simultaneous retirement has its appeal