Back to Basics



Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

How Retirement Spending Changes With Time


Once away from work, your cost of living may rise before it falls.


New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?

Tariffs and Trade... What's Going on?


Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs.

Volatility is Normal



On my way home tonight from the office, I was contemplating whether I should send out a quick message to all of our clients. But when I got home and started seeing the headlines about the stock market, I knew I needed to send out a brief note. You'd think the media hasn't seen market volatility in over two years!

Why You Should Have an Online Social Security Account



Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration.

Bad Money Habits to Break In 2018





What You Need to Know about Medicare in 2018


You Will Probably Pay More for Medicare in 2018

If you have been shielded from higher Part B premiums, that shield may disappear.

Provided by EH Shum Financial Solutions


Overview of the Tax Cuts and Jobs Act



Over the last few months, Republicans in Congress have labored over a new tax bill. On Friday, December 22, President Trump signed the final bill into law.

What must we know regarding the Republican Tax Plan?


“All things are ready, if our mind be so.

William Shakespeare, Henry V


Understanding Inherited IRAs

Understanding Inherited IRAs

What beneficiaries need to know and consider.

Provided by EH Shum Financial Solutions


At first glance, the rules surrounding inherited IRAs are complex.

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