Where were you born and what makes that city special? I was born and raised in Toledo, Ohio, which is in Northwest Ohio on Lake Erie. For me, Toledo is special because it has a world-class art museum and zoo. It also has a lot of parks and wildlife preserves which are great for running and hiking. What activities or hobbies do you enjoy the most? I enjoy photography, travel, reading, visiting museums, and going on adventures with my wife, Feifei. What did you do prior to graduating law…
This article is reprinted with permission from Esq. Wealth Management, Inc. At EsqWealth, we understand the importance of clarity in wealth management. That’s why it’s crucial to recognize and address the blind spots that can obscure our financial vision. Just like smudges on a pair of glasses, these blind spots may seem insignificant, but they can have significant implications for our investment portfolios. Let’s delve into how identifying and managing these blind spots can lead to more informed and successful investment strategies. Imagine Sarah, an IT executive. She’s tech-savvy…
This article is reprinted with permission from Esq. Wealth Management, Inc. As the founder and Chief Executive Officer of EsqWealth, a registered investment advisory firm dedicated to empowering families with comprehensive financial solutions, I understand the importance of securing your children’s financial future amidst the complexities of wealth management. With four children of my own, I’ve personally implemented various strategies tailored to their age-appropriate needs, ensuring they are equipped to handle their inheritance responsibly. In this article, I touch upon the critical task of protecting your children from the…
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