Katy Song Financial Planning

Katy Song Financial Planning

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Here's how much money you should have saved for retirement by age 30, 40, 50 and beyond 07/14/2021

By 40, Fidelity suggests you have 3x your annual income saved and invested for retirement. Are you on track?

Here's how much money you should have saved for retirement by age 30, 40, 50 and beyond You should aim to retire with at least 10 times your annual income in savings, according to Fidelity. Here are the goals you should hit in your 30s and beyond.

01/11/2021

For 2021, create a Micro Financial Plan to set reasonable goals and achieve immediate results.

katysong.com

Why Now is the Time to Build an In-Law Unit — Craig O'Connell Architecture 06/25/2020

I totally agree with Craig. Adding an ADU is a great way to add functionality and value to your home.

Why Now is the Time to Build an In-Law Unit — Craig O'Connell Architecture Generate a passive income stream and add value to your home with an ADU - the housing of the future.

10 Investment Truths 04/14/2020

Helpful reminders during uncertain economic times.

10 Investment Truths Regardless of the cycle we're in, we believe that fear and greed are two emotions that should be kept out of your investment decisions.

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34 Meadow Drive
Mill Valley, CA
94941

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Tuesday 9am - 5pm
Wednesday 9am - 2pm
Thursday 9am - 5pm
Friday 9am - 4pm
Saturday 10am - 5pm

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