Make the Most of the Holidays with a Family Legacy Conversation
According to many studies, 70% of families lose their wealth in two generations; 90% lose their wealth in three. And while the reasons...
top of page
Search
Vincent Lam
- Nov 21, 2020
- 2 min
Being Emotional is Human
My son shared with me this exercise that his professor gave his money class. I found it very interesting so I thought I would share with...
Vincent Lam
- Oct 23, 2020
- 2 min
My Daughter Wants a Dog!!
So I talked to her about money. When my daughter keeps asking for a dog, the financial planner inside of me sees this as the perfect...
Vincent Lam
- Oct 2, 2020
- 3 min
The “ABCDE” Method to Avoiding Knee-Jerk Reactions to Negative Financial Events
As part of our Life-Centered Planning process, we’ve talked about how market volatility is a normal part of investing. We’ve also...
Vincent Lam
- Sep 18, 2020
- 3 min
What Makes a Good Life?
You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your...
Vincent Lam
- Sep 4, 2020
- 3 min
Don't Let Your Life Go Up in Flames When You're on FIRE
Why work when you can travel, play, sleep in, and … Umm … Sleep some more? That’s both the promise and the dilemma of the popular...
Vincent Lam
- Aug 21, 2020
- 3 min
It Might be Time to Reconsider Your Giving Strategy
The need for generous people is at an all-time high right now. The pandemic has created economic and health care challenges that continue...
Vincent Lam
- Aug 8, 2020
- 3 min
Don't Let a Hacker Keep You from Getting the Best Return on Life
We spend so much of our lives online (even more so after the COVID-19 pandemic) that protecting our digital selves is now as important as...
Vincent Lam
- Jul 24, 2020
- 3 min
Build Your Bucket List
Covid-19 has delayed many dream vacations, family reunions, and road trips this year. But as we all navigate the space between things we...
Vincent Lam
- Jul 11, 2020
- 3 min
Focus on Good Habits for Your Health and Finances for a Fulfilling Retirement
When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “secure.” In our...
Vincent Lam
- Jun 26, 2020
- 3 min
Is Your Home Providing a Good Return on Life?
Why do I live here? As the country continues to reopen following the COVID-19 lockdown, many people are starting to ask themselves that...
Vincent Lam
- Jun 19, 2020
- 3 min
Pandemic Shows Need to Keep Up with Technology
Technology has helped to bridge some of the gaps that COVID-19 opened between us, our loved ones, and our communities. Thanks to video...
Vincent Lam
- Jun 5, 2020
- 3 min
Start Your Retirement Business Now
What do Netflix, GE, Trader Joe’s, Microsoft, Disney, and FedEx have in common? They all started during economic downturns. Your vision...
Vincent Lam
- May 28, 2020
- 4 min
Be Resilient and Gain Personal Momentum Coming Out of the COVID-19 Pandemic - Part 2
Growth Through Adversity In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three...
Vincent Lam
- May 21, 2020
- 4 min
Be Resilient and Gain Personal Momentum Coming Out of the COVID-19 Pandemic - Part 1
Better Habits for a Healthier Mind Since the Covid-19 outbreak we’ve all had to make adjustments so that we could cover our basic needs,...
Vincent Lam
- May 15, 2020
- 3 min
bottom of page