Estate Planning
Learn the basics of wills, trusts and powers of attorney and understand why estate planning is essential for every family. Our article on estate planning summarises key documents and explains the difference between wills and trusts. Only 32 % of Americans have a will—don’t leave your loved ones unprepared.
Read the Estate Planning Guide
Insurance & Protection
From term and whole life insurance to mortgage protection and long‑term care, we explain common policy types and how to choose coverage that fits your budget and goals. Understanding the difference between term and whole life insurance can save you money and prevent surprises.
Health & Medicare
Navigating Medicare can be confusing, especially if you’re new to the U.S. Read our Medicare overview to compare Parts A, B, C and D and learn when to sign up. We also cover Medigap supplements and long‑term care planning.
Education Savings
Planning for college? Our education savings guide compares 529 plans, Coverdell ESAs and custodial accounts and offers tips on starting early. Discover tax advantages and flexibility differences at a glance.
Retirement & Investments
Build a roadmap toward financial freedom. Our retirement guide explains the pros and cons of 401(k)s, traditional and Roth IRAs and annuities. Learn how to choose investments that align with your risk tolerance and time horizon.
Tax & EB‑5 Planning
Interested in immigrating through investment? Our EB‑5 guide outlines investment thresholds, the job creation requirement and the impact of recent reforms【621623457327787†L392-L400】【805596548889959†L517-L523】. We also share general tax tips to maximise deductions and credits while reminding you to consult a qualified professional.
External Resources
- USCIS EB‑5 Immigrant Investor Program
- SEC Investor Education & Advocacy
- Federal Student Aid Guide to 529 Plans
Have more questions? We’re here to help. Reach out for a free consultation to discuss any financial, insurance or immigration topic.