Sunwook Jin, CFP®, CRPC®, CMFC®, EA We live in a time where most things are readily available to us. So many industries have adapted over time, and it has created this phenomenon of instant gratification. If you are trying to find information, no more going to the library to check out a book, just google … Continue reading Investing – Long Term vs. Short Term
Bill Gordon, AIF® As we near the end of the year there are going to be some opportunities to make sure you get your finances in order. It’s important to check off your annual financial to-do list. There are a few other money moves to be aware of as we come to a close on … Continue reading More Year-End Money Moves
Sunwook Jin, CFP®, CRPC®, CMFC®, EA Most likely, you’ve heard what’s brewing in Washington, D.C. regarding taxes. It seems to be in the news every day. The Build Back Better Act, the $3.5 trillion budget reconciliation bill, or the Jobs and Economic Recovery Plan for Working Families, whatever you know it as you know it … Continue reading Taxes May Be Changing, Will Yours?
Bill Gordon, AIF® A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue. The Fed concluded its Federal Open Market Committee meeting on Wednesday, September 22. It announced that it might start tapering its … Continue reading Fed Tries to Save September
Sunwook Jin, CFP®, CRPC®, CMFC®, EA What financial, business, or life priorities do you need to address for the upcoming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. Full disclosure, you can take … Continue reading Annual Financial To-Do List
Bill Gordon, AIF® Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggles to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs that did not record a distribution also did not receive either employee or … Continue reading The Underutilized Benefits of a Health Savings Account
Sunwook Jin, CFP®, CRPC®, CMFC®, EA When I say Individual Retirement Account, I imagine your first thought is retirement savings, right? I mean, after all the word “retirement” is the middle word. You wouldn’t be wrong, most of the time IRAs or Roth IRAs are used with the intent of saving money for retirement. Especially … Continue reading Could Custodial IRAs Help Young Adults Buy Homes?
Bill Gordon, AIF® Over the past few months, some clients have approached me regarding the need for a power of attorney so I thought I would take a few moments to cover the topic. As always, if you have questions reach out to us. The point of the POA. A power of attorney (POA) is … Continue reading The Need for Power of Attorney
Sunwook Jin, CFP®, CRPC®, CMFC®, EA Your workplace retirement account can play a critical role in your overall retirement strategy, especially with the dwindling of pensions offered by companies. Some people have excelled at putting money into their retirement plan at work and have found themselves at a commonly heard milestone. CNBC reported on findings … Continue reading 401k Millionaires
Bill Gordon, AIF® Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. It’s difficult to predict what other aspects of life may alter before we’re through this period of history. Still, data has emerged … Continue reading Distracted America