Tax & Estate Strategies for Married LGBTQ+ Couples

Sunwook Jin, CFP®, CRPC®, CMFC®, EA The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for … Continue reading Tax & Estate Strategies for Married LGBTQ+ Couples

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?

Paying for the Infrastructure Bill

Sunwook Jin, CFP®, CRPC®, CMFC®, EA President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects. As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic investment. The plan includes raising … Continue reading Paying for the Infrastructure Bill

COVID-19 Relief Bill Signed Into Law

Bill Gordon, AIF® The House of Representatives passed a $1.9 trillion relief package focused on economic relief following the COVID-19 pandemic. The bill was signed into law at the White House on last week. Beyond the much-discussed $1,400 stimulus checks, the relief bill offers many levels of stimulus, including funds for vaccine distribution, expansions of … Continue reading COVID-19 Relief Bill Signed Into Law