In this Webinar, we will elaborate the following issues:
This is an overall introduction about financial planning. Specifically, we will talk about one principal and three plannings and two solutions.
In this Webinar, we will elaborate the following issues:
1) the principal of money;
2) the long-term investment planning;
3) the college funds planning;
4) the retirement planning;
In this Webinar, we will elaborate the following issues:
As the year-end approaches, it's once again time for open enrollment in Obamacare health insurance. The significance of Obamacare insurance for many small business owners and self-employed individuals is self-evident. How to register for Obamacare? How to understand the benefits explanation of health insurance? How to calculate copay, coinsurance, deductible? How to maximize government subsidies? How to file taxes?
This Sunday, we will provide an in-depth analysis of both Obamacare and Medicare. Additionally, we will share some case studies from the perspective of family financial planning to help small business owners not only reduce their Adjusted Gross Income (AGI) and lower insurance premiums but also efficiently plan for their retirement benefits—a one-shot solution to three challenges.
As the golden autumn of October arrives, it marks the beginning of a new year in the college application season. In recent years, the number of applicants to American universities has been steadily increasing, with more and more institutions adopting test-blind policies. This year, there have been significant changes in the SAT. What are the key factors in college admissions? When should you start planning, and how should you plan? Should you take standardized tests?
This Sunday, our team has invited Dr. Yanfei Fu to provide detailed insights into the fundamental principles of college applications. She will specifically address the following topics:
1) Undergraduate program applications
2) Graduate program applications
3) Crafting compelling application essays
4) The perspective of admissions offices
5) Applying for financial aid and scholarships, and
6) Case studies.
Employee benefits enrollment season is here! Do you still not know how to choose?
In this webinar, we will cover the following topics:
1) 401(k), Roth 401(k), 403(b), Roth 403(b), 457 – where should you begin?
2）What are the benefits and considerations of HAS and FSA?
3）Should you enroll in company-provided group term or group UL life insurance?
4）RU, RSU, ESPP – what should you be aware of?
5）Which type of health insurance should you choose – high premium low deductible or low premium high deductible?
6）How do these employee benefit plans impact your financial planning?
In this webinar, we will cover the following topics:
In this webinar, we will cover the following topics: