Aaron Kim, CFP®

2525 Cabot Drive
Suite 100 Lisle, IL 60532

Phone:

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Savings Goals

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