Investment Planning

Are you a spender or an investor?

You stand at your front window and look nearby. Wonderful residential property, you believe. Wonderful landscape design. Wonderful sports car.

Start Investing for Your Future Today Invest for your future with our new online platform that combines the benefits of

Just what is a stop-loss method, and how can it potentially assist an investor? Several investors make use of stop-loss

By Sunwook Jin, CFP®, CRPC®, CMFC® Opening or using an Individual Retirement Account (IRA) could be one of the most

By Helen Hartman, CRPC® Through my many years in the Financial Industry, I have learned there are “language barriers” with

The Dow Dropped. Do Not Drop Out of the Market. Last Monday’s plunge was hardly the disaster that some media

By Sunwook Jin, CFP®, CRPC®, CMFC® Tax loss harvesting is the practice of selling a security such as Mutual Funds,

As Director of Retirement Plan Services, this is a question I hear frequently. A Simplified Employee Pension plan (SEP) is

Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless