https://youtu.be/w5pm4An96u4 need some individual help? Schedule a discovery call, today! When the market starts to go down, it can be hard to keep emotions out of your decision-making. The money you have worked hard for starts going down and irrationality sets in. You tend to think worst-case scenario. “If the market is down 10% in … Continue reading 3 Tips In Down Market
Planning For Your Longest Vacation, Retirement!
Sunwook Jin, CFP®, CRPC®, CMFC®, EA Who doesn't love a vacation?!? An escape from reality that gives us the rejuvenation needed to go back to the daily grind of our career. You get to do what you want each day. Relax by the pool, hit the links, go to the outlet stores. The possibilities are … Continue reading Planning For Your Longest Vacation, Retirement!
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?
10 Investing Mistakes to Avoid
Sunwook Jin, CFP®, CRPC®, CMFC®, EA There is plenty of research out there readily available in today’s world. This has led more people to attempt managing their own money. There are many things you need to account for if you decide to tackle financial planning on your own. One of the main areas is investment … Continue reading 10 Investing Mistakes to Avoid
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
2022 Contribution Limits Announced
Sunwook Jin, CFP®, CRPC®, CMFC®, EA The Internal Revenue Service (IRS) announced new contribution limits for 2022. While some limits stayed the same there were some changes to note. We’ll go over some here but be sure to keep an eye out for our yearly Tax-at-a-Glance handout that is always handy to have. Let’s start … Continue reading 2022 Contribution Limits Announced
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
Are Estate Taxes Changing?
Bill Gordon, AIF® To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, one of which is adjusting estate taxes. Obviously, nothing is final until the ink dries but the possibility of a change is something to be aware of. There are different … Continue reading Are Estate Taxes Changing?
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