Annual Financial To-Do List

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

Mixed Signals on Inflation

Sunwook Jin, CFP®, CRPC®, CMFC®, EA Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.  Inflation has been a constant talking point this year and it can make us uncomfortable.  As written by a colleague, inflation can be a scary word. Consumer prices in July climbed at their fastest … Continue reading Mixed Signals on Inflation

When Should I NOT Contribute to my 401k?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA You probably read this headline and immediately thought to yourself, “I have always been told to contribute to my 401k.”  You wouldn’t be wrong; you have heard that a lot.  In fact, we tell our clients that frequently.  However, like any “blanket statement” you hear, it’s important to drill … Continue reading When Should I NOT Contribute to my 401k?

Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the bill moves from the House of Representatives to the Senate, many hopeful investors are anticipating further retirement support as … Continue reading Are You Ready for the Second Act of the S.E.C.U.R.E. Act?