Updates

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?

In a Giving Mood? Here Are Some Charitable Giving Ideas Besides Cash

Bill Gordon, AIF® As the year comes to an end and we hit the holiday season you may be in a giving mood.  If that giving mood leads you to donating to a charity or non-profit organization then you clicked on the right blog.  If you don’t want to make the traditional cash gift, then … Continue reading In a Giving Mood? Here Are Some Charitable Giving Ideas Besides Cash

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