Articles: The Korea Times

Written by Kelly Woo, CFP®

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해외 투자 고려사항

Things to Consider for Overseas Investments

Published 2019-09-04

Considerations to be mindful of for foreign investors.


은퇴자금 계산법

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.


목적 · 기간에 따른 생명보험 타입

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.


Living Trust 누가 필요한가?

Who Should Consider A Living Trust?

Published 2019-05-01

Important considerations when establishing a living trust.


빛청산 아니면 저축, 어떤것이 더 이득일까?

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.

ira account

IRA 구좌 이용 방법

“Back Door Roth IRA” Contributions

Published 2019-03-02

Utilize Traditional IRA and Roth IRA benefits.


절세 이용 IRA 가입시 주의점

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.


불안정한 경제상황 속 투자 어떻게 해야 할까

Investment Strategies During a Volatile Market Environment

Published 2019-01-16

Diversify your portfolio withstand through market fluctuations.


연말 은퇴구좌 점검

End of the Year Review of Your Retirement

Published 2018-12-12

Reviewing your retirement accounts at the end of the year.

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.

대체 투자란 무엇인가

What Are Alternative Investments

Published 2018-09-01

Learning about alternative investment options.

은퇴자금 지출시 고려할 점

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.

중도해지 생명보험 매입

Fractional Life Settlement

Published 2018-07-21

Purchasing discounted life insurance policies from holders that want to cash out their policies early.

부동산 주식투자 ‘REIT’ 의 장단점

Pros and Cons of Real Estate Investment Trust (REIT)

Published 2018-06-16

Buying real estate stocks in exchange for regular dividends.

부동산 채권·어음 투자의 A to Z

The A to Z of Real Estate Promissory Notes

Published 2018-05-30

An easy but often overlooked option for the everyday investor.

재정상품 선택시 고려사항 (2) 

Things to Consider When Making Investment Decisions: Part 2

Published 2018-04-28

Take a look at your tax situation and investment costs.

재정상품 선택시 고려사항 (1)

Things to Consider When Making Investment Decisions: Part 1 

Published 2018-04-21

Consider your reasons for investing and determine your goals.