Echo Huang's Blog, page 5

Are You a Candidate for a Living Trust?

In my last few chats with you, we’ve been discussing















estate planning







 , and in my last blog, I tried to simplify estate planning by using a pie metaphor… a cherry pie, cut in half. Today, I thought I would change it up to a pizza pie. One half of the pie is















wil...

Group of MN women financial planners ring in 25th anniversary with $25,000 donation to promote women, diversity in the industry

For immediate release:







 



Saint Paul, Minn.









–















A local group of female financial planners, the Goddesses of Financial Planning, today a...

Echo Huang Talks Financial Freedom with KC Rossi

Echo recently sat down with Business Mindset coach, blogger, and host of the









Women Developing Balance Podcast







, 







KC Rossi







 to share her story and tips for how to shape your financial future.

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Echo Huang Featured on the Coz Green Audio Experience

Echo sat down with 







Coz Green







 to share her story of coming to the United States at age twenty with nothing but $800 and the hope of achieving the American Dream. And how her journey through the business world over the next twenty years, gaining experience working in financial planning firms of all sizes before venturing off on her own, has brought her to where she is t...

Estate Planning – It’s Like the Comfort of Grandmother’s Pie

Imagine, if you will, a delicious pie, warm and fragrant, just coming out of your grandmother’s oven. Those were the days when pies were homemade! Hopefully, your grandmother made her pies knowing that her financial planning had been done and her affairs were in order, and she could just enjoy her time with you. 









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Estate Planning – So Much Better than GPS

I like GPS, and I use it most of the time, but I also need that assurance of the road signs. We all know that GPS can sometimes land us in the middle of an open field, lost, frustrated, and let down. Estate planning can save the ones you leave behind that lost, frustrated, and let down feeling. Today, we will take the next step in your wealth management training to look at some of the basics of estate planning and advice on how to go about working jointly with a...

As Economic Futures Remain Uncertain in the Wake of COVID-19, A Triple-Minority Financial Expert, Echo Huang shares her Timeless Plan for Wealth Creation

The term “wealth management” doesn’t only apply to wealthy people. The release of Echo's new book "Own Your Future" tells the story of how a poor immigrant came to live the American dream and how you can too. It’s a story of dreams manifested as a result of the guidance offered by the author’s seven core principles: daring to dream, being adaptable, respecting education, setting goals, utilizing smart and deliberate planning to achieve success, seizing opportunities when ...

Tax Planning Isn’t Just a Once a Year Thing

We tend to think of tax planning season being February-April each year. But that’s an incorrect belief. Tax planning is a year-round thing. Recently, I’ve been sharing the eight tax strategies with which I help my clients. I introduced you to how











diversifying your income sources and utilizing IRA

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Are Your Tax Strategies Like a Good Homemade Soup?

I enjoy making homemade soups. Sometimes I use recipes, and sometimes I try different ingredients not on the recipe. One day, I was making “stone soup” with all my leftovers in the kitchen. I roasted 4 carrots, 1 yam, and 1 baked potato. I them pureed them and added them to my chicken stock. I was so excited when the broth took on the creaminess of those roasted vegetables. I then proceeded to add the other normal ingredients of chicken and orzo. To my delight, ...

Are All Piggy Banks Pink?

Do you realize your child’s financial education started with their first piggy bank? I can imagine you explaining the value of saving. Even though years have passed, don’t let your child’s age interfere with continuing to educate them about saving. Share your knowledge. Talk to them about opening an IRA.

Last time, I began sharing information with you about


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