Brian Wong, CFP®, ChFC

Credit Card Debt

How Long Will It Take to Pay my Balance?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Why Realistic Expectations May Be Great

Although positive thinking can be powerful, there's a fine line between optimism and unrealistic expectations. There are possible pitfalls when overestimating how a portfolio will perform.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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