Aaron Kim, CFP®

2525 Cabot Drive
Suite 100 Lisle, IL 60532

Phone:

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Disability Income Insurance

How much Disability Income Insurance do you need?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
IRA Eligibility

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