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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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Identity Theft Prevention
March, 15 2022 Carolyn Yun, CPA, CFP®

As wealth advisors, we are vigilant about monitoring client accounts for possible fraud attempts. It’s become a cornerstone of our employee training...

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Special Needs Planning
February, 15 2022 Carolyn Yun, CPA, CFP®

For those who have family members with special needs, the planning considerations can be cumbersome. Not only are there tax, estate, and financial...

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Intergenerational Wealth Transfers
January, 11 2022 Carolyn Yun, CPA, CFP®

In the coming decade we will see a huge amount of wealth transfer to beneficiaries in what is being called the “greatest wealth transfer in history.”...

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Recommendations for Charitable Planning
December, 22 2021 Carolyn Yun, CPA, CFP®

Toward the end of the year, we enter the giving season when many of us spend time with family, reflect on our blessing, and give generously to...

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Collector Cars: From Hobby to Alternative Investment Opportunity
October, 13 2021 Philip Richter

If you’re a classic car enthusiast, you’re likely familiar with the concept of a Concours d’Elegance. But, there’s a new and different show on the...

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Your 2021 Year End Tax Checklist
September, 29 2021 Carolyn Yun, CPA, CFP®

As we enter the last quarter of the year, we reach that time when we revisit tax considerations with our clients. Some key tax strategies must be...

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Read Philip’s latest piece in Sports Car Market
September, 1 2021 Philip Richter

Our Co-Chairman and President Philip Richter spends the bulk of his time thinking about asset allocation, manager selection and meeting the...

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Hollow Brook Wealth Management LLC
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