Financial planning goal: To not need insurance
One of the more thought-provoking tweets I saw today is by India-based financial planner @dmuthuk, who tweeted that he no longer needed […]
Category: Personal finance
US State Tax Planning
US Federal taxes are complicated enough, but residents of most US states know that state and local taxes (sometimes known as “SALT”) […]
Who can write your will? Only these three people
I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to […]
Opening an Investment Account: US vs Hong Kong vs Singapore
Although recent protests have drawn more international news cameras than usual, international wealth management clients have compared opening an investment account Hong […]
US Banking Services from Patelco – $50 Referral Code
As an investment advisor focused on educational content, I rarely post direct offers on my website, but this week, I got a […]
Tax domicile issues for US state taxes by @MichaelKitces
A recent article on @MichaelKitces‘s blog “Nerd’s Eye View” describes the important difference between tax residence and tax domicile. In this case, […]
Top 3 Financial New Year’s Resolutions for 2019
I find new year’s resolutions a great place to regularly set and review “SMART goals“. I am fortunate to live in Hong […]
Insurance Checklist: 5 Policies I Continue To Renew
As a financial planner, I am very often asked about insurance, even though my own specialty is in investments and retirement planning. […]
Where to Invest $1,000,000 – Depending on Who You Ask
Bloomberg recently published another article titled “Where to Invest $1,000,000 right now“, where six different experts provided six different opinions on where […]
Photo: DBS star ferry ad in Hong Kong captures UBS, AXA, and Pru in one shot
When taking this quick snapshot of Singapore’s DBS bank’s “full boat” on Hong Kong’s star ferry this weekend, I noticed that by […]