One of the most important decisions you’ll make when crafting your estate plan is whom to put in charge. Let Sabina take you through some other factors to consider when selecting someone to settle your final affairs.

Sabina Pan

September 23, 2021

estate planning, financial planning

How to Choose an Executor for Your Estate

Sabina Pan

September 23, 2021

estate planning, financial planning

One of the most important decisions you’ll make when crafting your estate plan is whom to put in charge. Here are other factors to consider when selecting someone to settle your final affairs.

Sabina Pan

September 21, 2021

COVID-19, finance 101, financial planning, video

Video - How to Plan That Post-Pandemic Vacation and Save Big

Sabina Pan

September 21, 2021

COVID-19, finance 101, financial planning, video

With the widespread availability of the COVID-19 vaccine in the U.S., many people are opting to getaway. And the travel industry is welcoming them back. Let Sabina take you through what to expect as you plan your post-pandemic vacation.

Sabina Pan

September 20, 2021

COVID-19, finance 101, financial planning

How to Plan That Post-Pandemic Vacation and Save Big

Sabina Pan

September 20, 2021

COVID-19, finance 101, financial planning

With the widespread availability of the COVID-19 vaccine in the U.S., many people are opting to getaway. And the travel industry is welcoming them back. Here’s what to expect as you plan your post-pandemic vacation:

Sabina Pan

September 17, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy, video

Video - What to Do if You Get Audited by the IRS

Sabina Pan

September 17, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy, video

Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Let Sabina take you through how to handle it.

Sabina Pan

September 16, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy

What to Do if You Get Audited by the IRS

Sabina Pan

September 16, 2021

finance 101, financial planning, financial security, small business, tax smart, tax strategy

Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Here’s how to handle it:

Sabina Pan

September 15, 2021

financial security, tax smart, tax strategy, finance 101, family, video

Video - 7 Deadly Retirement Disasters to Avoid at All Costs

Sabina Pan

September 15, 2021

financial security, tax smart, tax strategy, finance 101, family, video

Nearly half of boomers are “at-risk” of not having enough income in retirement. Let Sabina take you through 7 of the biggest retirement planning disasters most people make and how to avoid them.

Sabina Pan

September 14, 2021

financial security, tax smart, tax strategy, finance 101, family

7 Deadly Retirement Disasters to Avoid at All Costs

Sabina Pan

September 14, 2021

financial security, tax smart, tax strategy, finance 101, family

Nearly half the boomers are “at-risk” of not having enough income in retirement. Here are 7 of the biggest retirement planning disasters most people make and how to avoid them.

Sabina Pan

September 11, 2021

tax strategy, tax smart, financial planning, financial security, family, video

Video - How to Shop for a Long-Term Care Policy

Sabina Pan

September 11, 2021

tax strategy, tax smart, financial planning, financial security, family, video

It’s never too early to start planning for Long Term Care. Let Sabina take you through what to look for when shopping for a policy:

Sabina Pan

September 7, 2021

tax strategy, tax smart, financial planning, financial security, family

How to Shop for a Long-Term Care Policy

Sabina Pan

September 7, 2021

tax strategy, tax smart, financial planning, financial security, family

It’s never too early to start planning for Long Term Care. Here’s what to look for when shopping for a policy:

Sabina Pan

August 30, 2021

Money Smart, tax strategy, financial planning, finance 101, family

The 5 Most Rewarding Travel Credit Cards Right Now

Sabina Pan

August 30, 2021

Money Smart, tax strategy, financial planning, finance 101, family

Travel is back with a vengence and one of the smartest investments for those with wanderlust is a Travel Credit Card! Here are the 5 Most Rewarding Travel Credit Cards Right Now:

Sabina Pan

August 28, 2021

video, tax strategy, tax smart, financial planning

Video - Money Doctor’s Monthly Tips on Credit Cards and Your Credit

Sabina Pan

August 28, 2021

video, tax strategy, tax smart, financial planning

Trying to get control of your Credit Card Debt? Sabina takes you through this month’s tips on credit and credit cards!

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