What Happens When You Run Out of Money in Retirement?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA In one of life's great ironies, the ultimate goal while working is to not work someday. Every day when we "clock in," we can picture what our life would be like if we didn't have to work. Think about your ideal retirement. What does your daily routine look like? … Continue reading What Happens When You Run Out of Money in Retirement?

Infrastructure Bill Signed by Biden

Bill Gordon, AIF® At the White House on November 15th, President Biden signed a $1T bipartisan infrastructure set to enable enhancements for transportation and utilities over the next five years, while adding jobs to many parts of the country.  There will be a myriad of different areas that will hopefully see plans come to fruition. … Continue reading Infrastructure Bill Signed by Biden

Retirement on the Brain? Consider These 5 Tips

Sunwook Jin, CFP®, CRPC®, CMFC®, EA When we meet with our clients, one of the first questions we ask them is, “What does retirement look like for you?”  I’m surprised by the number of people that don’t have a precise answer.  Once we dive deeper, the answer becomes much more specific to them.  It’s not … Continue reading Retirement on the Brain? Consider These 5 Tips

Will Taxes on Capital Gains Change?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA President Biden’s Build Back Better plan and potential tax law changes has raised some questions.  If you turn on the news, it’s hard to go one broadcast without hearing speculation about it.  One of the main talking points is “Will there be an adjustment to capital gains taxes?” There … Continue reading Will Taxes on Capital Gains Change?

In a Giving Mood? Here Are Some Charitable Giving Ideas Besides Cash

Bill Gordon, AIF® As the year comes to an end and we hit the holiday season you may be in a giving mood.  If that giving mood leads you to donating to a charity or non-profit organization then you clicked on the right blog.  If you don’t want to make the traditional cash gift, then … Continue reading In a Giving Mood? Here Are Some Charitable Giving Ideas Besides Cash