Author: Jane Mepham, CFP®

You don't have to be a millionare to need an estate plan

Do I Need an Estate Plan? 6 Reasons You Do

Do you know how to protect yourself if you become incapacitated? Do you know how to appoint guardians including international guardians? Read the post for answers to these questions, as well as an introduction to a new estate planning solution – Trust & Will

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Overcoming Anchoring Bias: Key to Smart Investing

One of the worst investment decisions I recall making was buying a stock at close to $100 per share and literally watching it go down to a single-digit number. Does anybody recall Qualcomm in 1999 -2021?.
It was my introduction to anchoring bias – read the post to learn how you can avoid this investing trap

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College Savings Strategies for H-1B Visa Holders

The current school of thought is that 529 savings accounts are the best way to save for college. But if you are on an H-1B visa, and your kids are foreign-born without social security numbers yet, this might not be the best option for you.

Read the post for more savings options if you find yourself in this situation.

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