Aaron Kim, CFP®

2525 Cabot Drive
Suite 100 Lisle, IL 60532

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Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
QLACs: Your Retirement Accounts Can Act Like Pensions

With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.