Fed Tries to Save September

Bill Gordon, AIF® A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue.  The Fed concluded its Federal Open Market Committee meeting on Wednesday, September 22. It announced that it might start tapering its … Continue reading Fed Tries to Save September

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

The Underutilized Benefits of a Health Savings Account

Bill Gordon, AIF® Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggles to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs that did not record a distribution also did not receive either employee or … Continue reading The Underutilized Benefits of a Health Savings Account

401k Millionaires

Sunwook Jin, CFP®, CRPC®, CMFC®, EA Your workplace retirement account can play a critical role in your overall retirement strategy, especially with the dwindling of pensions offered by companies.  Some people have excelled at putting money into their retirement plan at work and have found themselves at a commonly heard milestone. CNBC reported on findings … Continue reading 401k Millionaires

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

COLA with your Social Security?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social Security benefits next year, which would be the highest since 2009. … Continue reading COLA with your Social Security?

Baseball’s $300 Million Players

Bill Gordon, AIF® The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts according to CBSSports.com. From … Continue reading Baseball’s $300 Million Players

What is an annuity and is it right for me?

Helen Hartman, CRPC®, PPC®, CPFA Financial options and planning are as broad as individual personalities. There are truly as many choices as there are individuals. This is the reason financial planning is an art in itself. Each financial plan must meet the needs of the individual client and their goals. The financial world can be … Continue reading What is an annuity and is it right for me?