Blog

Written by Kimmy Wan Embracing new beginnings: A hand gracefully intertwined with a flourishing plant, symbolizing growth and the journey into retirement. After 28 years of sitting across the table from people with different incomes, different backgrounds, and different personalities, I’ve learned something simple: Everyone lives differently. But the fundamentals? They’re surprisingly the same. Some people want to travel the world. Some don’t want to leave their neighborhood.

The list below includes changes in contribution limits, tax brackets, and other thresholds that are useful for financial planning in 2025. The passage of the One Big Beautiful Act included tax code changes particularly relevant to high net worth individuals and tax owners. For detailed and personalized advice, it's recommended to consult a financial advisor or tax professional.

#RetirementPlanning #FinancialAdvice #WealthManagement #InvestingWisely #FinancialFreedom After nearly 30 years helping others with investment and retirement planning, I have met thousands of people with unique financial stories and goals. Some are self-made entrepreneurs, some are trust-fund beneficiaries, and many are hardworking American families building their futures through dedication and discipline. I have also worked with professionals from every field, including en

#IndividualBonds #BondIndexFund #FixedIncome #InterestRateRisk #CapitalPreservation #InvestmentStrategy The consideration of bond index...

#FinancialPlanning, #RetirementPlanning, #WealthManagement,#IRAContribution, #TaxPlanning, #EstatePlanning, #PersonalFinance For...

Finding similarities between baseball strategy and investment strategy can give you fresh insights, inspiring effective approaches, and...