Emily Chen Pendleton 陳耘 Financial Planner at Greater Pacific Solutions

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.

Fix your mix: Asset allocation | MassMutual A diversified portfolio will drift over time. Rebalancing regularly can help you manage risk and maximize returns.

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.

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Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs Those beneficiary forms you filled out years ago can supersede your other estate plans.

How to read your 401(k) statement — and why it matters 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.

New for 2024: 529 transfers to a Roth IRA If fear of penalties has prevented you from contributing to a 529 college savings plan for your child, you’re not alone.

So You’ve Made Your Millions, Now What? Many affluent families have their legacy plan in place.

The Best Things In Life Are NOT Free (But They’re Worth It) Three reasons why the best things in life may be quite costly, although entirely worth it.

Why Now Is a Horrible Time to Refinance Student Loans A chance to tap low rates has passed as borrowers prepare to make payments for the first time in years.

How Trauma Can Become a Catalyst for Personal Growth For some people, adversity isn’t something to just get past. As I discovered, it can also be the impetus for new, positive behaviors.