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 dishing out cash for smaller purchases and monthly expenses. If you live in an apartment, you pay rent. You might also have a car payment, utilities, or a

Nobody likes thinking about the end, or picking a guardian to raise your children, or having to pick which of your children would best at managing your money in your absence. But the thing about estate planning is, if you don’t do it, you lose your say in how things are handled when you pass away or if you are incapacitated and unable to speak on your own behalf. Without a will, your estate may end up in court, divvied up based on a judge’s decision—not your own.

Echo Huang recently sat down with the Brave by Design podcast to share her personal story and discuss financial planning for retirement. 

Echo recently sat down with Michael Kitces on the Financial Advisor Success Podcast to discuss how you can own your future by continuously reinvesting in yourself to build the advisory career you want. 

In this episode:

Echo talks about how she built her career starting out in the industry from scratch as an immigrant to the U.S. with just $800 in her pocket. She started studying finance as an undergraduate, then decided that it would help her career to get a CPA license, so she joined a

Echo Huang recently sat down with Minddog TV to discuss her story in finance and share some insights that she's gained from her journey towards success. 

Echo Huang recently sat down with DPL's Tim Rembowski for their podcast series: Advisor Relations Podcast. 

Echo recently sat down with Lori Anne Rising and "Uncle Mark" Olmstead on the Rise 'n Shine podcast to discuss owning your future and rebuilding your wealth after COVID-19. 

When it comes to estate planning, do you have your ducks in a row? Even if you have all the proper documentation in place, you may be missing an important piece of the puzzle if you don’t have a wealth transfer plan.

Estate Plans

Estate planning documents are the best way to ensure your assets are distributed according to your wishes when you die. When you pass away without a will or trust in place, state law will determine who receives your assets. Unfortunately, this may not be in

Oh, the dichotomy of money discussions. They’re so important to have, yet they are often uncomfortable and, therefore, avoided at all costs. Couple that with the fact that money disagreements are a leading cause of divorce,[i] and it’s no surprise most married couples aren’t properly communicating about financial habits and money values.

[i] https://www.cnbc.com/2015/02/04/money-is-the-leading-cause-of-stress-in-relationships.html

Did you know that you can still collect Social Security benefits if you are living abroad? It’s true, outside of a few specific countries: Cuba, Ukraine, North Korea, or Vietnam or if the country has differing Social Security policies in place (like Lithuania and Monaco). To check if the country would pay you your Social Security visit:

https://www.ssa.gov/international/payments_outsideUS.html

The novel Coronavirus has brought with it a lot of tragedy, devastation, and chaos; many are losing loved ones, finding themselves in financial peril, and questioning their job security. However, it also brought with it a lot of quality life lessons and a significant pause which provides a rare opportunity to turn inward and focus on what you want for your financial future. Normally, people wait until the end of the year to set out short- and long-term goals, but right now is ripe with

Each age comes with different life obstacles and expenses that can often derail a good savings plan. So, in this article, we will walk you through how best to save at different points in your life. It may feel like your nest egg is growing too slowly, but time and perseverance can get you where you want to be.