Articles: The Korea Times
Written by Kelly Woo, CFP®
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Keeping Track of Your Financial Information as a New Year’s Resolution
Published 2020-01-08
Logging financial information regularly can help keep track of ones assets and compare investment performance more closely and ensure accurate analysis as well as necessary adjustments.
End of the Year Retirement & Financial Planning
Published 2019-12-18
As 2019 comes to a close, it is important to review your finances for end-of-year financial and retirement preparation.
내 자산 모두 정리하고 정부 혜택 받는 것이 이득일까?
Is it a Good Idea to Qualify for Government Benefits?
Published 2019-11-06
With retirement around the corner, if there aren’t enough funds is it better to transfer over your current assets to qualify for government benefits?
What Would Be the Best Age to Start Receiving Social Security Benefits?
Published 2019-10-09
Consider different scenarios to understand the best social security strategy based on your own financial situation.
Why Would Foreigners Consider Overseas Investments Especially in the U.S.?
Published 2019-09-04
Considerations to be mindful of for foreign investors when making investments overseas.
Calculating and Budgeting for Retirement
Published 2019-07-03
How to calculate the amount of income needed during retirement and what to consider when budgeting for future needs.
Different Life Insurances for Different Life Insurance Needs
Published 2019-06-05
Understanding various types of life insurances in order to properly select the one that’s suitable for your needs.
Who Should Consider A Living Trust?
Published 2019-05-01
Important considerations when establishing a living trust.
Is It Better to Pay Off All Debts or to Save?
Published 2019-04-03
Let’s learn about the advantages and disadvantages of paying off debt before retirement.
“Back Door Roth IRA” Contributions
Published 2019-03-02
Utilize Traditional IRA and Roth IRA benefits.
Things to Consider When Making Contributions to an IRA Account
Published 2019-02-23
Learn about the IRA contribution limit as well as its income limit.
Investment Strategies During a Volatile Market Environment
Published 2019-01-16
Diversify your portfolio withstand through market fluctuations.
End of the Year Review of Your Retirement
Published 2018-12-12
Reviewing your retirement accounts at the end of the year.
Methods on Managing Retirement Funds
Published 2018-11-10
Managing saved retirement funds.
회사은퇴연금계좌(SEP IRA)와 퇴직연금(401K)의 차이점
Differences Between 401(K) and SEP IRA
Published 2018-10-06
Integrate tax-savings with the new tax reforms affecting 2018.
What Are Alternative Investments
Published 2018-09-01
Learning about alternative investment options.
Things to Consider When Withdrawing from Retirement Funds
Published 2018-08-11
Withdraw for retirement while retrospectively analyzing all expenditures and effectively reduce taxes and increase the rate of return.
Published 2018-07-21
Purchasing discounted life insurance policies from holders that want to cash out their policies early.
Pros and Cons of Real Estate Investment Trust (REIT)
Published 2018-06-16
Buying real estate stocks in exchange for regular dividends.
The A to Z of Real Estate Promissory Notes
Published 2018-05-30
An easy but often overlooked option for the everyday investor.
Things to Consider When Making Investment Decisions: Part 2
Published 2018-04-28
Take a look at your tax situation and investment costs.
Things to Consider When Making Investment Decisions: Part 1
Published 2018-04-21
Consider your reasons for investing and determine your goals.