Thao Truong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morton Wealth, LLC in Calabasas, CA and the surrounding communities.
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...
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“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...
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Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
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