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Founders
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Demystifying common investing behaviors among Asian-Americans
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Evensky & Katz / Foldes
Asian-Americans generally value education, are good at savings and legacy planning, and have a collective mindset to include extended family and multiple generations. When it comes to investing, Asian-Americans make the same behavioral mistakes, with the same emotional biases, as any other ethnic groups. However, it is always a great learning opportunity to recognize and…
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls and emails and IRS fraud as scammers and the technology used becomes more and more sophisticated. There are some steps you can take to help…
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Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop
When’s the last time you went to the mall to make a purchase?
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Turning age 70.5 with an IRA account – what you need to know
When to Start Planning for Retirement There’s a reason that you need retirement plan solutions. Regardless of when you plan to stop working, the IRS requires you to take distributions at 70.5. Making sure you start taking distributions is crucial, since the IRS imposes a 50% penalty on funds that are not withdrawn. But, this is…
