AboveBoard Blog

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Flowers vs. Turds: An Honest Rating System for Life Insurance Sales Lines
Wallis Wilkinson Tsai
Founder & CEO
This is What an Ethical and Smart Insurance Brokerage Looks Like
Wallis Wilkinson Tsai
Founder & CEO
A Quick & Clear Overview of AboveBoard Financial
Wallis Wilkinson Tsai
Founder & CEO
You’re never too rich or too smart to get ripped off by the financial services industry (a case study)
Wallis Wilkinson Tsai
Founder & CEO
Truth vs. BS: The Inside Scoop on Popular Life Insurance Sales Lines
Wallis Wilkinson Tsai
Founder & CEO
Parents: How to Protect Your Kids from Investment Professionals Raiding Your Kids’ College Savings
Wallis Wilkinson Tsai
Founder & CEO
Client Story
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Upgrading from “Not Bad” to Excellent Life Insurance Coverage
Wallis Wilkinson Tsai
Founder & CEO
We Saved This Mom & Primary Breadwinner 50% On Life Insurance By Not. Giving. Up.
Wallis Wilkinson Tsai
Founder & CEO
We Saved This Dad 40% By Putting His Youthful Indiscretions in Context and Advocating For Him
Wallis Wilkinson Tsai
Founder & CEO
College Savings
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Be careful about using NY 529 plan money for K-12 education if you're a NY taxpayer...
Wallis Wilkinson Tsai
Founder & CEO
529 Plans: now you can cover up to $10,000 K-12 tuition expenses / year
Wallis Wilkinson Tsai
Founder & CEO
You can transfer 529 plan money to a LOT of family members
Wallis Wilkinson Tsai
Founder & CEO
Dangerous Misconception Alert: "Not saving for college maximizes the financial aid package"
Wallis Wilkinson Tsai
Founder & CEO
Investing
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Deciding What to Invest In? Be Careful About Morningstar Ratings.
Wallis Wilkinson Tsai
Founder & CEO
You’re never too rich or too smart to get ripped off by the financial services industry (a case study)
Wallis Wilkinson Tsai
Founder & CEO
What’s Wrong with Active Management and Why You Might Be Losing Money and Not Even Know It
Wallis Wilkinson Tsai
Founder & CEO
Life Insurance
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What is "saving age"? What is "backdating"? What is "age nearest"?
Wallis Wilkinson Tsai
Founder & CEO
Upgrading from “Not Bad” to Excellent Life Insurance Coverage
Wallis Wilkinson Tsai
Founder & CEO
"Why rent when you can buy?" earns a Flowers vs. Turds rating of...
Wallis Wilkinson Tsai
Founder & CEO
Flowers vs. Turds: An Honest Rating System for Life Insurance Sales Lines
Wallis Wilkinson Tsai
Founder & CEO
Personal Finance
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When does it make sense to "skip the retirement plan" and save for retirement in a brokerage account?
Wallis Wilkinson Tsai
Founder & CEO
What You Must Know Before You Refi Student Loans
Wallis Wilkinson Tsai
Founder & CEO
Is your retirement plan crappy?
Wallis Wilkinson Tsai
Founder & CEO
Your employer matches retirement plan contributions. But what happens if you leave the company? Vesting matters.
Wallis Wilkinson Tsai
Founder & CEO