It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.
George Lorimer • Journalist, Author
Chau established her business in June of 1997. Chau became involved in finance as an economics major at the University of California, San Diego. At age 17, on the advice of professors to “invest early,” she pooled her savings, put half under the management of an investment advisor, and invested the rest herself. Her disciplined saving and prudent investment strategy enabled her to purchase her first investment property at age 21 and her first home at 22. From these early, hands-on experiences, Chau learned important real-life lessons in building and preserving wealth.
Chau particularly enjoys helping married couples to align their financial goals and priorities while clarifying and defining a shared Life Vision. Money and finance are difficult to discuss as a couple and can often become one of the most divisive issues of a marriage. By facilitating an environment for couples to enjoy learning about money and wealth together, Chau enables them to apply their learning to help them to produce meaningful outcomes which support their personal and professional goals.
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Millennials are redefining retirement planning.
When to start? Should I continue to work? How can I maximize my benefit?
Get the facts about guaranteed retirement income.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here’s a crash course on saving for college.
When should you take your Social Security benefit?
Investors seeking world investments can choose between global and international funds. What's the difference?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.