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Protecting Your Money From a Bank Collapse
March, 15 2023 Carolyn Yun, CPA, CFP®

By now, anyone following the news has heard about the collapse of Silicon Valley Bank (SVB) and the ensuing bank crisis that we are watching play...

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Hollow Brook Q4 Roundup Background
Hollow Brook's Quarterly Roundup 4Q 2022
March, 7 2023 Hollow Brook Team

 

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How to Protect Yourself From Financial Scams
February, 15 2023 Carolyn Yun, CPA, CFP®

Scammers are working around the clock to come up with a variety of creative ways to steal your personal information and money. To protect your assets...

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How the SECURE Act 2.0 Legislation Affects You
January, 17 2023 Carolyn Yun, CPA, CFP®

Just before year end, the US House of Representatives passed the Consolidated Appropriations Act of 2023, an omnibus spending bill authorizing...

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Year End Estate Planning Considerations
December, 20 2022 Carolyn Yun, CPA, CFP®

Tackling a review of your estate plan never seems to be top of mind. However, with the year coming to an end and as we spend more time with family,...

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Recommendations for Year End- Tax Tips 2022
November, 15 2022 Carolyn Yun, CPA, CFP®

As we enter the end of the year, it becomes time when we revisit yearend tax planning with clients. Some key tax strategies must be implemented...

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Planning Checklist for Establishing New State Domicile
October, 20 2022 Carolyn Yun, CPA, CFP®

With inflation and taxes wreaking havoc on client budgets, more of our clients are questioning their cost of living and states of residency. For...

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Planning Checklist for a Deceased Family Member
September, 15 2022 Carolyn Yun, CPA, CFP®

The loss of a loved one can be an emotionally devastating event, but in order for it to not also be financially devastating you need to know what do....

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Recommendations For Starting a Small Business
August, 15 2022 Carolyn Yun, CPA, CFP®

Small businesses are an incredible way to build wealth and a wonderful tool for young adults to learn how to launch and manage businesses on a small...

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Estate Planning Tips When The Market Drops
July, 15 2022 Carolyn Yun, CPA, CFP®

With equity markets dropping this year, there is an unsettling feeling that the market may see a prolonged major “correction” or market decline. But...

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