Infrastructure Bill Signed by Biden

Bill Gordon, AIF® At the White House on November 15th, President Biden signed a $1T bipartisan infrastructure set to enable enhancements for transportation and utilities over the next five years, while adding jobs to many parts of the country.  There will be a myriad of different areas that will hopefully see plans come to fruition. … Continue reading Infrastructure Bill Signed by Biden

Will Taxes on Capital Gains Change?

Sunwook Jin, CFP®, CRPC®, CMFC®, EA President Biden’s Build Back Better plan and potential tax law changes has raised some questions.  If you turn on the news, it’s hard to go one broadcast without hearing speculation about it.  One of the main talking points is “Will there be an adjustment to capital gains taxes?” There … Continue reading Will Taxes on Capital Gains Change?

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?