Emily Chen Pendleton 陳耘 Financial Planner at Greater Pacific Solutions

02/19/2024

Having all your eggs in one basket may not be the safest method for long-term investing. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions.

A diversified portfolio will drift over time. Rebalancing regularly can help you manage risk and maximize returns.

01/29/2024

One of the most important decisions you can make when considering your estate plan is deciding who will serve as your successor trustee. Let’s discuss your options to see what may be best for you and your family.

https://bit.ly/48Rbddy.

10/13/2023

Those beneficiary forms you filled out years ago can supersede your other estate plans.

10/03/2023

Your 401(k) retirement plan provides a number of important benefits: pretax contributions that lower your taxable income, tax-deferred earnings that can help fuel compounded growth, higher contribution limits than an IRA, and even, potentially, an employer match.

10/03/2023

If fear of penalties has prevented you from contributing to a 529 college savings plan for your child, you’re not alone.

10/01/2023

Many affluent families have their legacy plan in place.

09/30/2023

Three reasons why the best things in life may be quite costly, although entirely worth it.

09/29/2023

A chance to tap low rates has passed as borrowers prepare to make payments for the first time in years.

09/28/2023

For some people, adversity isn’t something to just get past. As I discovered, it can also be the impetus for new, positive behaviors.

09/27/2023

The menu of life is vast, and choice paralysis is real. The anti-bucket list can allow you to sort out which things are most deserving of your time and attention.

09/26/2023

There is a handful of lower-interest options, but make sure to check the fees.