Articles: The Korea Times

Written by Kelly Woo, CFP®

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새해 개인의 자산관리

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.


연말 해야 할 세금 · 재정플랜

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?


소셜연금 언제 받을까?

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.


해외 투자 고려사항

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.


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.

Retirement written on a timeline printed on a paper with a blue pushpin, concept image for changes after work life.

은퇴자금 통합운영의 이점과 방법

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.

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.