Michael Lin’s 2017 Tax Planning Guide
The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...
Hurricanes, Tax Deadlines in Chino and Data Breaches
Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm...
Should Chino Parents Sacrifice Their Retirement for Their Children’s College Debt?
As Houston continues to recover from the devastation of Harvey, if you've been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards...
Preparing a Disaster Plan In Chino
All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...
Summer Chaos, Total Eclipse and Lin’s Key Reminders
How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we've been experiencing as a nation. Social media remains an...
Lin’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad
Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...
Building a Better Personal Network In Chino
We work a great deal with asset sheets and financial numbers for our Chino clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Chino families and people we serve. But what is...
Why You Should Create A Tax Planning Strategy With A Chino Professional’s Help
Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....
Training Your Heart For Good Financial Stewardship In Chino
Working with my Chino clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all could...
A Basic Mid-Year Tax Planning Method for Chino Taxpayers
Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...
Smart Planning for Financial Independence in Chino
I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Chino wrote me saying that they were feeling pretty...
Four Keys to Achieving Financial Freedom by Michael Lin
I truly hope you enjoyed your Independence Day festivities. Perhaps you're still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn't sign it until August 2nd? While Karen...