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
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
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… Continue Reading
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… Continue Reading
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… Continue Reading
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 Continue Reading
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 Continue Reading