Echo Huang's Blog, page 4

Now’s the Time to Reset Your Financial Goals

This year certainly hasn’t been the year any of us expected. Sadly, too many have lost loved ones, found themselves in financial uncertainty, and have concerns about their job security. 2020 has also given us many life lessons and a significant pause, which provides a rare opportunity to reflect and focus on what you want for your financial future.

While many people wait un...

Echo Huang Talks to Michael Kitces on the FA Success Podcast

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BOUT

Michael Kitces is Head of Planning Strategy at 

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Are You Paying Attention to Your Financial Dashboard?

Driving requires a glance at the dashboard on a regular basis to monitor all of the various gauges that let us know when things are on track and when we don’t have enough gas to get to our destination. The same is true for your finances.



In our time together, we have driven through financial planning...

Is It Better to Give than to Receive? Answer: BOTH!

When you’ve reached a point where your wealth management strategies have paid off, and you are comfortable in life, giving back is something you can do that will bring a great sense of fulfillment to your life and allow you to leave a legacy in the community, people, and causes you care about.











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What Don’t You Want to Deal With?

I know certain topics are hard to talk about. Let me help you face your fear of discussing a difficult element of your wealth management plan, Long-Term Care.









In our last time together







, I pulled you out from under the covers and introduced you to Long-Term Care, what it is, and the importance of planning early.

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Long - Term Care — It’s Not as Scary as You Might Think

Sometimes, the unknown can be a bit scary. Recently, I’ve shared several financial tips that will allow you to plan for your financial independence and to own your future. Most recently, we’ve discussed various aspects of









estate planning.











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Copy of Do Yourself a Favor and Avoid These 7 Estate Planning Mistakes!

Sometimes, the unknown can be a bit scary. Recently, I’ve shared several financial tips that will allow you to plan for your financial independence and to own your future. Most recently, we’ve discussed various aspects of









estate planning.











...

Echo Huang Featured on the Your Resource for Success Podcast with Kimberly McLemore

Echo Huang just finished this podcast interview with Kimberly McLemore, the host of 







Your Resource for Success Podcast!







 She is excited to share her personal journey in personal wealth management business and hope to educate and inspire more women to pursue this career path.






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Do Yourself a Favor and Avoid These 7 Estate Planning Mistakes!

Let’s face it. Nobody likes to make mistakes. So it’s better to learn from someone else’s than to learn from your own. This is especially true when it comes to our finances and our loved ones.

In my last few blogs, I introduced you to









estate planning







, the various pieces of i...

Echo Huang Featured on The Remarkable People Podcast

Talking About Perseverance, Drive, Wealth, & Owning Your Future

Have you heard the one about the young Chinese girl who came to America with only $800 in her pocket, but now owns her own wealth management company, has several advanced degrees, and manages over $150 Million in client assets? You know, the one who authors best selling books, ballroom dances, holds CFP, CPA, CFA designations...