Aaron Kim, CFP®

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
IRA Eligibility

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