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Blog

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jeremie Moe | Sep 26, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Focused young woman shopping online on her laptop
Johnson Hoang | Aug 24, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Johnson Hoang | Aug 12, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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stock image
Johnson Hoang | Jul 28, 2022

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Johnson Hoang | Jul 11, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Johnson Hoang | Jun 28, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two yellow balloons with smiley faces on them
Johnson Hoang | Jun 16, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Businesswoman looking at her phone
Johnson Hoang | May 31, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Two people having a picnic by a lake
Johnson Hoang | May 17, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Johnson Hoang | May 3, 2022

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Elderly woman doing yoga in a park
Johnson Hoang | Apr 18, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Johnson Hoang | Apr 5, 2022

Why You Need an Investment Philosophy

Investments
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Huntington Beach, CA 92649

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Johnson Hoang  

Office | 310-322-5800
Email | j.hoang@lpl.com
 

 

 

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The financial consultants of Wise Financial Solutions are registered representatives with, and securities, financial planning and advisory services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC. Wise Financial Solutions and LPL Financial are separate entities. 

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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