Kelly Eng CFA
Working with Tech/Finance/Medical professionals and Founders/Business Owners strategically accumulate wealth with less risk.
10/05/2026
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
09/28/2026
If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did you anticipate its impact on your wallet and your financial future?
Financial confidence boosters for women in midlife Five things women in midlife can do to help boost their financial confidence.
09/21/2026
Three tips for giving smart from the heart.
Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?
09/14/2026
Retirement is evolving. Today, it’s about flexibility, purpose, and working because you want to—not because you have to.
Retirement, redefined: When work becomes optional Retirement is evolving into something more flexible, more personal, and more intentional.
09/07/2026
Millennials are at a busy phase in life, growing their careers and potentially growing their families as well. But it’s important they don’t forget to take some time to inventory their finances and help ensure they’re on the right track to balance to
How millennials can take control of their finances Learn how the decisions you make today can help you reach your financial goals
08/31/2026
If you’re a small business owner, having adequate protections in place can not only help your business flourish but also help protect you and your family from financial risk.
Insurance protections for small business owners Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.
08/24/2026
There are four basic steps to calculating the value of an estate.
Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
08/17/2026
Divorce can reshape every part of life, including your finances. From splitting assets to planning for your new future, here’s what to know so you can move forward with clarity and confidence.
Retirement planning during divorce Here are some retirement strategies for life after divorce to help maintain your financial wellness.
08/10/2026
Creating a budget may take time and effort, but the payoff is worth it. Check out these 7 simple tips and tricks that may help you stick to your budget.
7 tips to help you make a budget you’ll follow Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being
08/03/2026
Secrets of the Temple: How the Federal Reserve works.
How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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2603 Camino Ramon, Suite 475
San Ramon, CA
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