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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…

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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

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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,…

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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

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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

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February 5, 2022 May Jiang Post in Financial Planning 1 Comment on Still save taxes for 2021, build foundation for peace of mind in 2022

Still save taxes for 2021, build foundation for peace of mind in 2022

Each year, the stock market can have unpredictable swings, ups and downs, that cause people to panic and react in a detrimental way to their financial and emotional health. With a great amount of anxiety and stress, they sell when…

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January 4, 2022 May Jiang Post in Financial Planning

Married People Pay Fewer Taxes

I read an article today in the New York Times, which discussed the growing percentage of Americans choosing to be unmarried. In the article, there was a quote, an analysis done by Lisa Arnold and Christina Campbell, which stated that…

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December 5, 2021 EmoryDay EmoryDay Post in Financial Planning

May’s year-end tax advice

May’s year-end tax saving advice for small businesses and business owners Organize the Chart of Accounts and eliminate inefficient expenses Use accounting software automation tool to capture complete expenses Outsource tasks to create efficiency Establish an ideal retirement plan to…

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November 6, 2021 May Jiang Post in Financial Planning

Smart ways to use a credit card

https://www.moneygeek.com/credit-cards/rewards/#expert=may-jiang https://www.moneygeek.com/credit-cards/no-annual-fee/#expert=may-jiang

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September 7, 2021 May Jiang Post in Financial Planning

Should You File Your Taxes With Online Software or Hire an Accountant?

https://www.moneygeek.com/financial-planning/resources/taxes-online-accountant/#expert=may-jiang

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