About Anna Lui

Anna is responsible for managing external firm communications and supporting growth initiatives. She has completed the six classes that comprise the CFP® professional education program through the College for Financial Planning. Learn more about Anna.

Collecting Collectibles? Consider this.

When you think of collectibles, the first things that may come to mind are your baseball card collection, the Persian rug in your living room, or the 1967 Ford Mustang in the garage. While these items may have sentimental value, they may also have monetary value.

2021-05-28T15:46:29+00:00Good to Know|

To Roth or Not to Roth

A Roth conversion is simply the process of taking a pre-tax IRA (that grows tax-deferred until withdrawn) and converting it into a Roth IRA, paying the taxes now, and allowing it to grow tax-free until withdrawn.  Roth conversions are generally good for people that pay at lower tax rates today than they anticipate paying in the future.

2021-05-26T23:16:52+00:00Good to Know|

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who identify as lesbian, gay, bisexual, transgender, or queer (LGBTQ). Call us to see how we can help you migrate your states laws as it relates to your personal planning

2021-10-21T01:36:33+00:00Good to Know, LGBTQ+|

Painting Your Financial Planning Portrait with Your Tax Return

Whether you file your own tax returns or hire a tax preparer, it is a great sense of relief when your returns are filed, and you can check that off your list. But in financial planning, we say not so fast! We like to think of our clients’ income tax return as a vital part of your financial planning portrait.

2021-05-03T18:17:27+00:00Good to Know|

The Vacation Home Primer: Pros and Cons

The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:

2021-04-08T20:51:56+00:00Good to Know|

What’s Fly Fishing Got to Do with Investing?

When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others

2021-03-17T18:53:51+00:00Good to Know|
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