December 8, 2022 May Jiang Post in Financial Planning 101 Ways We Can Add Value to Your Financial Life Traditionally, when people think about financial planning, they refer to investment planning. Today, Certified Financial Planners are providing value in many ways to help people stay financially healthy, much like a family doctor for physical health. Below are some of… Continue Reading
November 17, 2022 May Jiang Post in Financial Planning Financial Anxiety During Holiday Season? Read these simple tips to help ease financial anxiety and deal with spending regrets https://www.moneygeek.com/credit-cards/analysis/2022-holiday-debt/#expert=may-jiang https://www.moneygeek.com/credit-cards/zero-interest/#expert=may-jiang Continue Reading
September 5, 2022 May Jiang Post in Uncategorized Is Cash Balance Plan Right for Your Business? Providing a retirement plan for employees is becoming a mandatory requirement for businesses in some states including Maryland. There are several common retirement plans for small to mid-sized businesses, such as 401k and Simple IRA. To employers, the contributions to… Continue Reading
June 1, 2022 May Jiang Post in Uncategorized 5 Key Factors about I Bond What is Series I Bond? It’s a low-risk, inflation-indexed, savings vehicle. How do you purchase it? You can purchase it electronically, directly from the Treasury website, in any denomination from $25 up to $10,000 in a single calendar year. Here’s… Continue Reading
June 1, 2022 May Jiang Post in Uncategorized 5 Steps to Make Yourself a Smart Investor Every now and then, you read a piece of news reporting about someone making a fortune overnight by investing in something most people don’t quite know or understand. The truth is: that’s good news for sensation. There hasn’t been anyone,… Continue Reading
May 4, 2022 May Jiang Post in Uncategorized Don’t Let Your Financial Net Worth Dictate Your Self-worth Your financial net worth isn’t your self-worth. But oftentimes, we let the money matter impact how we view ourselves. Many of us have complicated feelings when it comes to money, from fear and scarcity mindset to abundance or reckless mindset,… Continue Reading
May 4, 2022 May Jiang Post in Uncategorized How To Improve Your Business Value Business profit isn’t the same thing as business value. You can have a profitable business but the business might not have value to an outside evaluator if it has issues like owner dependency or customer concentration. Today, we will be… Continue Reading
March 14, 2022 May Jiang Post in Financial Planning How Can Your Tax Return Help You Live Better “Live like it’s your last day. Plan like you will live forever” –anonymous We are in the thick of the tax-filing season. Ah, the range of emotions from my clients! A large refund—exhilaration! A large tax bill due—frustration, anxiety, sadness,… Continue Reading
February 23, 2022 May Jiang Post in Financial Planning How to Incorporate Life Insurance in Estate Planning https://www.moneygeek.com/insurance/life/estate-planning-and-life-insurance/#expert=may-jiang Continue Reading
February 23, 2022 May Jiang Post in Financial Planning How to Properly Use Credit Card Balance Transfer? https://www.moneygeek.com/credit-cards/balance-transfer/#expert=may-jiang Continue Reading