Echo Huang's Blog, page 2

Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities - many of which are financial.

Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling a bit overwhelmed, use these steps as a guide to help you achieve financial security.

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Five Steps Single Parents Should Take to Safeguard Their Family’s Financial Future

In a two-parent household, raising children can be quite the task. Raising children as a single parent brings additional challenges, stressors, and responsibilities - many of which are financial.

Though financially stressful, it’s important to remember that it’s possible to raise a child on your own and have a stable financial life. It merely requires discipline and planning. So, if you’re a single parent and feeling...

The Heirless Estate: Don’t Let the State Get It

Choosing an Heir for Your Estate

Being prepared sets you up for success. Estate planning is all about your assets’ disposition and, for many people, this involves determining how to divide assets among heirs. What happens, though, when you don’t have a spouse or children or other obvious heirs to your estate?

Unfortunately, many p...

Echo Huang Awarded the Five Star Wealth Manager Award for the 10th Time!

For the 







10th year in a row







, president and founder Echo Huang was awarded the 







2021 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...

Why Wealth Transfer Plans Are Critical for Estate Planning

When it comes to estate planning, there can be many moving parts that are difficult to keep track of. Usually, even having all of the proper documentation in place can still lead to confusion or errors. This is why you should make sure that you incorporate a wealth transfer plan into your estate planning.

Estate Plans

Another reason to have an estate plan is that, without one, your family could be left dealing with some or all of the following:

Expensive...

Obstacles Women Face in Leadership—and How They Can Be Overcome

Anyone who successfully serves in a leadership role—or who hopes to— should think about how others perceive them. Education, experience, and results mean little if you aren’t viewed as a leader, and so quite a bit of your potential success comes down to presence.

As women, we face unique challenges, and we need to be even more aware of how we carry ourselves. This is becaus...

It’s Your Estate—Don’t Procrastinate!

Nobody likes thinking about dying, or selecting a guardian to raise your children, or having to choose which of your children would best manage your money in your absence. But the critical point about estate planning is this: if you don’t do it, you lose your say. Without a will, your estate may end up in court, divvied up based on a judge’s decision—not your own.

Without s...

Attention Married Couples: How to Get in Sync with These Nine Essential Money Practices

Oh, the dichotomy of money talks with your spouse. They’re so vital to have, yet they are often uncomfortable. So, not surprisingly, most married couples aren’t properly communicating about financial habits and money values.

When a couple marries, they bring their individual money values into the union, which can be as unique as their fingerprints.  These values have been c...

The Why, What, and How of a Financially-Fruitful Career Pivot

2020 has been a year of pivoting—business owners pivoting to adapt to the changing market environment, and others having career changes “forced” upon them.

As humans, we prefer the familiar, the predictable, the strategy that gives us the long view. But when it’s not forced upon you, change can be incredible, especially as you begin to feel the urge to make a career change. Many people ignore the nagging f...

“Pay Yourself First:” An Essential Line Item on Your Monthly Budget

How are you at saving money? Have you ever wondered how to merge savings into your budget? What if there was a way to save efficiently without putting you in a panic about having enough money on hand to pay monthly expenses or for discretionary spending?

Think about your spending habits for a second. Most of the time, we don’t even think twice about swiping a card or dishin...