4 Reasons You Don’t Need a Financial Planner

Charles HoGeneral Finance, InvestingLeave a Comment

It’s no wonder there are so many coaches in America today: fitness coaches, nutritional coaches, business coaches, etc. Our lives are hectic! There are more things to juggle in our every-day lives than ever before. It’s more and more difficult to stay on top of KNOWING what’s best for us, let alone putting that into practice. There are many areas … Read More

Why Fees Matter!

Charles HoGeneral Finance, InvestingLeave a Comment

In my previous blog post, I mentioned there is no pre-qualification to call yourself a Financial Advisor. The truth is, anyone can apply the title to themselves, which is why you must make yourself aware of who you are working with. Many people who call themselves Financial Advisors are essentially salespeople. You will want to distinguish who is looking out … Read More

Five Financial Resolutions You Can Start Now!

Charles HoCash Flow Planning, General Finance, Goal Setting, Insurance, Investing, RetirementLeave a Comment

As the year winds down, many of us look forward to the fresh start the New Year brings. We reflect on the previous year and think of our successes and failures. This often leads us to create a list of things we’d like to change, and we plan to implement those changes in the New Year with vigor! Along with diet and exercise … Read More

Thanksgiving: The Secret to Financial Success

Charles HoCash Flow Planning, General Finance, Retirement1 Comment

Thanksgiving season is upon us, and for most people, that means seeing family, a big meal, and the food coma that follows. It also traditionally signals the impeding arrival of Christmas (although retailers make it seem earlier and earlier). This usually means Thanksgiving triggers heavy spending, as we start buying gifts, sending out Christmas cards, etc. Why then, do I … Read More