Wealth Whisperer 🎉 @CNBC @Forbes @NASDAQ, 🌟Virtual Keynote Speaker | Fin Pro 💡Brands 🔥 #WinnieSun chat Wed 11a PT ✈️ #travel #SMT #TV #CNBCFACouncil
Joined April 2011
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Wow! Truly honored to be named one of America’s Top Women Wealth Advisors by @Forbes! 💙
This is all thanks to the amazing clients I work with, my incredible team, and the community that inspires me.
Thank you for your trust and support! 🙌#ForbesTopWomenAdvisors #grateful #financialadvisor
In your 20s? Skip the “can I afford the payment?” question.
Ask: “Can I afford the purchase?”
Then:
✅ Invest in your earning power
✅ Get your employer match
✅ Build a “life happens” fund OR a “freedom fund”
✅ Make sure your Roth IRA money is actually invested
Have fun, take that trip. Just give your future self more choices!
sungroupwp.com/savingpie
As a mom and financial pro, I know, the emotional and financial stress of getting your teen ready for college can be overwhelming.
A recent College Ave survey revealed that 92% of parents plan to help pay for college, but over half are relying solely on their current income and savings. That is a lot of pressure.
Now is the perfect time to build your paying-for-college battle plan with your high school senior, including -
🏛️ Building a Smart College List
📝 Filing the FAFSA Early
💸 Hunting for Scholarships
💬 Having the Money Talk
You don't have to figure this out alone! Get more resources and tools to help you and your teen plan and get ready for college over at @CollegeAveLoans: collegeave.blog/9_expert_str…
What if your child doesn’t use all the money in their 529?
Under current rules, some of it may be rolled over into a #RothIRA for them.
There are limits, including a 15-year account minimum and a $35,000 lifetime cap.
When was the last time you read your actual life insurance policy?
Here’s what to look for 👇
Check your beneficiaries, your costs, and what you already have before replacing anything.
📖 Read the full article: sungroupwp.com/post/fall-ins…
There's less than 100 days left in 2026. Here's how to make the most of it 👇
A few quick financial check-ins now could make a big difference before the end of the year:
- 401(k) contributions
- Tax withholding
- Beneficiaries
- Emergency fund
Not sure where to start?
My 2026 Mid-Year and Year-End Financial Planning Checklist can help: sungroupwp.com/infographics
Interest rates may be heading higher again.
But I don't think the average household needs to become a Fed watcher.
A better question:
Where would higher rates actually affect my financial life?
👇Here's everything you need to know:
Finally, make an “interest-rate map.”
Higher rates may help: savings, CDs, maturing bonds.
Higher rates may hurt: credit cards, HELOCs, adjustable loans, future borrowing.
Most households are both savers and borrowers.
We can't know exactly where interest rates go from here.
But we can know:
• Which debts can change
• What our cash is earning
• Where inflation is hitting our budget
• Which future plans depend
Read our full article here: sungroupwp.com/post/rising-i…
“Moneymaxxing” is trending. And I think it could be one of the more positive financial trends to come out of social media.
But it can be so much bigger than cutting subscriptions, collecting points, or finding a better rate on savings.
A 🧵 on what comes next:
And here's the part of moneymaxxing I hope really catches on:
“Why not me?”
Why shouldn't I understand my 401(k)?
Why shouldn't I learn about investing?
Why shouldn't I understand my RSUs?
Why shouldn't I learn how to help my parents prepare?
Why shouldn't my family have a plan?
Many of us weren't taught these things.
We can learn them now.
Moneymaxxing doesn't need to mean squeezing every possible dollar out of life.
To me, the more interesting version is curiosity:
What else can I do?
Why not me?
Who can help me navigate it?
That's when financial planning can become something bigger.
Not just managing money.
Planning for the life you want that money to support.