Aaron Kim, CFP®

2525 Cabot Drive
Suite 100 Lisle, IL 60532

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FAFSA for 2025-2026 School Year Opens December 1

Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
Versatile 529 Plans Can Help with More than Just College

529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
The Four-Day Workweek: Is It Destiny or a Distant Dream?

Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.