Echo Huang's Blog

Life Insurance Needs at Every Stage of Your Life

Let’s explore how your life insurance needs may change according to the three primary stages of work and life.















According to LIMRA's 2022 Insurance Barometer Study, the secret to financial security is owning life insurance.







Choosing the right products







can help you to better protect your family’s lifestyle today and into the future.
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Make Protecting Your Income A Priority

Four Situations and Its Disability Planning Solutions















You might be thinking…







Other people get disabled, not me.







My business can run without me.







I’d rather put my money into growing my business.














The truth is illness and injury impact all of us, even businesses. ...

Long-Term Care is Not as Scary as You Might Think

Take Care of Your Future Self by Making a Long-Term Care Plan Today













Sometimes, the unknown can be a bit scary. Previously, I’ve shared several financial tips that will allow you to plan for your financial independence and to own your future. Today, I want to ask you to give me a few somber minutes of your time.












I am asking you to turn off your emotions and turn on your intellect only. Thi...

Echo Huang Awarded the Five Star Wealth Manager Award for the 11th Time!

For the 







11th year in a row







, president and founder Echo Huang was awarded the 







2022 Five Star Wealth Manager award







.  Using an in-depth research methodology with 10 objective criteria, including client retention rate, client assets, and households served, this award honors top...

Join Echo LIVE at this special event

INSIDER virtual event “Master Your Money” - Join Echo LIVE for this special event

















Just about everyone wants to give their kids a head start in life, and building generational wealth is an effective way to do it. 
























Join me at the next Master Your Money live event (free virtual hour-long bootcamp),




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11 Tax Changes You Need to Know in House Democrats’ Plan

11 Tax Changes You Need to Know in House Democrats’ Plan











What you need to know about the recent tax proposal and potential planning opportunities

In the past week, you may have seen that the House Ways and Means Committee released a draft of significant tax legislation. While the bill will not be debated in Congress a...

Listen to Echo on the Lead Your Day with Merilyn podcast

Listen to Echo on the Lead Your Day with Merilyn podcast













Echo recently spoke on the Lead Your Day with Merilyn podcast about how to make wealth management simple.  On the show she discusses what a financial independence day means, planning your retirement, and the necessary  basic knowledge for portfolio management.  

Echo Huang featured on Brave by Design

Echo sat down with Brave by Design to share her personal story and talk about all things financial planning. It's an inspiring conversation that touches on everything from how to find inspiration to how to create a solid financial plan for a bright future. 

Echo Huang featured on the Abundant Beans Podcast

There is nothing more frustrating than finances being a reason that you can't do something. 












Recently Echo spoke on The Abundant Beans Podcast about what business owners can do to break down the many things needed to run a successful business by creating a system that has your money working for you, from tax planning  to exit planning and





much more. 











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Six Tax-Efficient Investing Strategies

Consider Present and Future Tax Liabilities When Making Investment Decisions

Making investment decisions can be overwhelming because there is so much to consider; especially when you’re working toward meeting specific short- and long-term financial goals. This is certainly true of your investment strategy’s tax implications, as taxes can reduce your investment returns from year to year and jeopardize your ability to ...