How to Avoid Pitfalls When Loaning Money to a Family Member. Jon Ekoniak, CFP® is cited in this article from Barron’s. June 11, 2024 Click For Full Article
Should You Convert a Traditional 401(k) into a Roth 401(k)? Bordeaux’s Liting Chuang, CFP®, CPA is featured in this article from Kiplinger. June 11, 2024 Click For Full Article
Many wealthy investors in the U.S. are exploring moving overseas via golden visas and passports. Bordeaux’s Jon Ekoniak, CFP® is cited in this article from Crain Currency. April 22, 2024 Click For Full Article
Are You Ready To Sell Your House And Move To A Retirement Community? Liting Chuang, CFP®, CPA is featured in this article from The Mortgage Note. April 22, 2024 Click For Full Article
What are the best places to retire in California? Jon Ekoniak, CFP® is featured in this article from U.S. News & World Reports. April 15, 2024 Click For Full Article
Bordeaux’s acquisition of Executive Wealth Group is covered in this Puget Sound Business Journal article. March 25, 2024 Click For Full Article
HOA fees are pricey and prevalent — but tax planning can help some clients. Director of Tax Planning, Liting Chuang, CFP®, CPA is featured in this article from Financial Planning Magazine. March 18, 2024 Click For Full Article
What Is a Family Office? Managing Partner Jon Ekoniak, CFP® explains in this Comparison Adviser article. March 15, 2024 Click For Full Article
How wealth managers are preparing for tax filing season. Bordeaux’s Liting Chuang, CFP®, CPA weighs in on this recent article from Financial Planning Magazine. March 11, 2024 Click For Full Article
16 tips about filing for an extension past Tax Day. Bordeaux’s Director of Tax Planning, Liting Chuang, CFP®, CPA is featured in this Financial Planning article. March 5, 2024 Click For Full Article
