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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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Getting Married? Financial Planning Before You Say "I Do"
June, 16 2022 Carolyn Yun, CPA, CFP®

The summer months bring many opportunities to enjoy outdoor celebrations, especially when it comes to engagements and weddings. However, getting...

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Recommendations for Equestrian Planning
May, 19 2022 Carolyn Yun, CPA, CFP®

Not only does our firm have a personal love for horses, but also many of our clients share that same passion. As such, we have become experts in...

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College Age Kids
April, 12 2022 Carolyn Yun, CPA, CFP®

Having a child start college is an exciting part of both the college-bound student and parents’ life. Nonetheless, a child heading off on their own...

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Hollow Brook Wealth Management LLC
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