Iris Sui
Tax & Financial Planning
Iris takes a holistic approach to financial planning — covering family protection, education funding, retirement strategies, and estate planning. She is an IRS Enrolled Agent and MDRT member.
Articles
More than 60% of Americans have no will. We explain the core documents every family needs, when a trust makes sense, and how to protect your assets from probate, estate tax, and family disputes.
Iris Sui·May 12, 2026
The debate between term and whole life insurance is one of the most misunderstood in personal finance. We cut through the noise with a clear framework for choosing the right coverage at the right cost.
Iris Sui·May 8, 2026Plain-language life insurance advice, no spam.