Jiayi (Kristy) Xu, MBA, CFP®
Global Wealth Harbor featured on InvestmentNews Magazine
I was asked to share my thoughts with InvestmentNews magazine on BlackRock’s offer of retirement-date ETFs for investors saving outside...
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Jiayi (Kristy) Xu, MBA, CFP®
Aug 9, 20231 min read
Global Wealth Harbor featured on ThinkAdvisor Magazine
I was asked by ThinkAdvisor Magazine to share my thoughts on what investments average investors should avoid. If you are interested in...
Jiayi (Kristy) Xu, MBA, CFP®
Jun 29, 20231 min read
Global Wealth Harbor featured on Financial Planning Magazine
I shared my thoughts with Financial Planning Magazine about the FIRE (Financial Independence, Retire Early) movements. For those who are...
Jiayi (Kristy) Xu, MBA, CFP®
May 24, 20231 min read
Global Wealth Harbor featured on Investor’s Business Daily
I shared my thoughts with Investor’s Business Daily about whether it is a good idea to use Target Date Funds to save for retirement....
Jiayi (Kristy) Xu, MBA, CFP®
May 19, 20231 min read
Global Wealth Harbor featured on MarketWatch
I shared my thoughts with MarketWatch about the increase of the HSA annual contribution limit for 2024. HSA is an effective way to save...
Jiayi (Kristy) Xu, MBA, CFP®
Apr 14, 20231 min read
Global Wealth Harbor featured on Bloomberg
I shared my thoughts on common financial mistakes parents should try to avoid with their adult children on Bloomberg. If you are...
Jiayi (Kristy) Xu, MBA, CFP®
Mar 11, 20231 min read
Global Wealth Harbor featured in Financial Planning Magazine
I contributed my opinion to the Financial Planning Magazine "Ask an Advisor" column, the advice column where financial professionals...
Jiayi (Kristy) Xu, MBA, CFP®
Jan 16, 20234 min read
Tax Credits that you may qualify for by being Energy Efficient
The recent Tesla price cut had brought much attention to the tax credits for clean energy. Below are some of the energy incentive tax...
Jiayi (Kristy) Xu, MBA, CFP®
Jan 2, 20235 min read
2023 Financial Planning Calendar
January January 1st Updates in Social Security, Medicare, and Inflation-Adjusted Federal Income Tax Bracket, and Retirement Account...
Jiayi (Kristy) Xu, MBA, CFP®
Dec 18, 20224 min read
Year-End Financial Planning Checklist
The new year starts as quickly as the last one ends. You’re now on your way to moving forward with your future so make sure your...
Jiayi (Kristy) Xu, MBA, CFP®
Dec 12, 20222 min read
Why should you work with a financial advisor who is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
Anyone can call themselves a financial advisor. Only those who have met the CFP Board's high standards for certification can call...
Jiayi (Kristy) Xu, MBA, CFP®
Aug 8, 202210 min read
What else can contribute to your financial success other than your investment portfolio?
When most people are first beginning to think deeply about their finances, they tend to focus on their investment portfolios to the...
Jiayi (Kristy) Xu, MBA, CFP®
Jul 21, 20226 min read
The 5 W’s about diversifying your RSUs
Many of my clients are tech employees who have been rewarded with Restricted Stock Units (RSUs) as a part of their total compensation....
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