Sabina Pan

December 6, 2021

financial planning, finance 101, financial security, ebook

4 Critical Social Security Facts Retirees Must Know

Sabina Pan

December 6, 2021

financial planning, finance 101, financial security, ebook

Social Security benefits represent on average a third of retirees’ income and this year there have been 4 important changes to Social Security. In our eBook 4 Critical Social Security Facts Retirees Must Know we’ll take you through what you need to know.

Sabina Pan

December 2, 2021

ebook, finance 101, financial planning, Money Smart

The Great Spending Balance

Sabina Pan

December 2, 2021

ebook, finance 101, financial planning, Money Smart

Your financial life is a balancing act, strung between living in the present and preparing for the future. Download our ebook to find your spending balance.

Sabina Pan

November 30, 2021

ebook, financial planning, financial security, estate planning, family

6 Retirement Questions Government Employees Should be Asking

Sabina Pan

November 30, 2021

ebook, financial planning, financial security, estate planning, family

Making the transition from the workforce to retirement can be demanding. Click the link to download our ebook.

Sabina Pan

November 25, 2021

ebook, financial planning, financial security, finance 101, family

Take Charge of Your 401(k)

Sabina Pan

November 25, 2021

ebook, financial planning, financial security, finance 101, family

Changing jobs can mean that many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement. Take charge of your 401(k) with our eBook.

Sabina Pan

November 23, 2021

ebook, finance 101, financial planning, financial security, family

6 Important Financial Strategies for Your 20’s and 30’s

Sabina Pan

November 23, 2021

ebook, finance 101, financial planning, financial security, family

Personal finance goals look a little different when you’re in your 20s and 30s. So where do you begin? Click below to download our eBook 6 Important Financial Strategies for Your 20’s and 30’s to jumpstart your financial future.

Sabina Pan

October 20, 2021

Money Smart

How to Update Your Home Without Doing a Total Renovation

Sabina Pan

October 20, 2021

Money Smart

The cost, the hassle, and the time remodeling takes is a pretty hefty exchange for a beautiful, functional space. Not willing to risk it? Here’s how to update each room in your home without actually doing a renovation, comparing costs and results.

Sabina Pan

October 18, 2021

finance 101, financial planning, financial security, small business, video

Video - Finding a Fiduciary

Sabina Pan

October 18, 2021

finance 101, financial planning, financial security, small business, video

In an environment of investor anxiety, many investors seek out guidelines to help them determine which advisors to trust. A good measure of an advisor’s commitment is whether he or she is considered a “fiduciary”. But what is a fiduciary? Let Sabina take you through it.

Sabina Pan

October 18, 2021

finance 101, financial planning, financial security, small business

Finding a Fiduciary

Sabina Pan

October 18, 2021

finance 101, financial planning, financial security, small business

In an environment of investor anxiety, many investors seek out guidelines to help them determine which advisors to trust. A good measure of an advisor’s commitment is whether he or she is considered a “fiduciary”. But what is a fiduciary?

Sabina Pan

October 13, 2021

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

Video - Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings

Sabina Pan

October 13, 2021

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

It’s is always a part of Sabina's strategy, but it’s even more important now. Sabina urges you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:

Sabina Pan

October 13, 2021

family, financial planning

Buying Plants? How to Get the Most for Your Money

Sabina Pan

October 13, 2021

family, financial planning

Plants are more popular than ever. But if your thumb is blacker than green you might need help finding the right plants to buy and the right places to buy them. Here’s how to get the most for your money.

Sabina Pan

October 11, 2021

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

Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings

Sabina Pan

October 11, 2021

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

It’s is always a part of my strategy, but it’s even more important now - I urge you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:

Sabina Pan

October 8, 2021

financial planning, financial security, video

Video - How to Hire the Right Contractor to Remodel Your Home

Sabina Pan

October 8, 2021

financial planning, financial security, video

Whether you’ve been dreaming of renovating your kitchen or have decided you need a home office, you’ll likely need to hire a contractor. Let Sabina take you through how to find a reputable and capable contractor to make your home renovation dreams a reality.

Sabina Pan

October 4, 2021

financial planning, financial security

How to Hire the Right Contractor to Remodel Your Home

Sabina Pan

October 4, 2021

financial planning, financial security

Whether you’ve been dreaming of renovating your kitchen or have decided you need a home office, you’ll likely need to hire a contractor. Here’s how to find a reputable and capable contractor to make your home renovation dreams a reality.

Sabina Pan

October 2, 2021

video, financial planning, financial security, tax smart

Video - 10 Ways to Maximize Your Medicare Benefits

Sabina Pan

October 2, 2021

video, financial planning, financial security, tax smart

Waiting to enroll in Medicare can cost you, but with different levels of coverage to consider it can be confusing. Let Sabina take you through 10 of the best ways to get the most out of Medicare:

Sabina Pan

September 30, 2021

tax smart, financial planning

10 Ways to Maximize Your Medicare Benefits

Sabina Pan

September 30, 2021

tax smart, financial planning

Waiting to enroll in Medicare can cost you, but with different levels of coverage to consider it can be confusing. Here are 10 of the best ways to get the most out of Medicare:

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