Investment Planning

What is the difference between a Traditional vs Roth IRA?

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

How can you find & obtain it? More than $40 billion in unclaimed cash & property waits to be returned.

Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm

Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can