Helen Dao, SVP of Investments

Helen Dao, SVP of Investments SVP of Investments & CFP® professional helping women feel confident and in control of their finances. Series 7 & 66. Advisory: Stirlingshire RIA LLC, reg.

Securities: Stirlingshire BD LLC, Member FINRA/SIPC. adviser.

What role would taxes play in your investment decisions? Find out in this message.
08/28/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
08/27/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

What did it take to become the richest man in Babylon?
08/26/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

When was the last time you paid yourself first?
08/25/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
08/24/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/23/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/22/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
08/21/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
08/20/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

You face sequence of returns risk. Know what it is?
08/19/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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