Resources

Akemi Kondo Dalvi, CPA/PFS™, CFP®

Inflation Echoes 1982

Inflation Echoes 1982

Inflation in the U.S. reached 7.9% as of February 2022, echoing a rate we have not seen since January of 1982. The consumer price index

Medicare Part B

2022 Medicare Part B Premium Increases

Many retirees switch from employer sponsored health care insurance to Medicare coverage when they are eligible at age 65, or upon retirement. Medicare Part B

Russian Ukrain crisis

How a European War could affect the U.S. economy

As we know, Russia has amassed 100,000 soldiers equipped with military tanks, fighter jets and missile launchers along the Northern and Eastern border of Ukraine,

2022 Financial New Year’s Resolutions

2022 Financial New Year’s Resolutions

The New Year is a great time to reexamine finance goals, budgets and make positive adjustments with a fresh perspective.

2021 Market Recap and 2022 Outlook

2021 Market Recap and 2022 Outlook

Many have joked that 2022 feels like Groundhog Day, or a repeat of 2020.  The silver lining is we get to cycle through a comfy selection of sweatpants while staying at home to limit unnecessary COVID exposure.

Will Omicron Sicken Our Economic Recovery?

Will Omicron Sicken Our Economic Recovery?

Many of us were still enjoying an overdue Thanksgiving gathering when we heard the news of the latest COVID variant, Omicron. Two weeks later, some of us are still trying to figure out how to pronounce the new variant.

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can

Q2 Market Recap

The U.S. stock market continued to climb though the first half of 2021, despite the spread of the new Delta COVID variant globally. In fact,

Tokyo Olympics in Limbo

In recent weeks, there has been a standoff between the International Olympic Committee (IOC) and the Japanese public as to whether the Tokyo Games should

Inflation Echoes 1982

Inflation Echoes 1982

Inflation in the U.S. reached 7.9% as of February 2022, echoing a rate we have not seen since January of 1982. The consumer price index

Medicare Part B

2022 Medicare Part B Premium Increases

Many retirees switch from employer sponsored health care insurance to Medicare coverage when they are eligible at age 65, or upon retirement. Medicare Part B

Russian Ukrain crisis

How a European War could affect the U.S. economy

As we know, Russia has amassed 100,000 soldiers equipped with military tanks, fighter jets and missile launchers along the Northern and Eastern border of Ukraine,

2022 Financial New Year’s Resolutions

2022 Financial New Year’s Resolutions

The New Year is a great time to reexamine finance goals, budgets and make positive adjustments with a fresh perspective.

2021 Market Recap and 2022 Outlook

2021 Market Recap and 2022 Outlook

Many have joked that 2022 feels like Groundhog Day, or a repeat of 2020.  The silver lining is we get to cycle through a comfy selection of sweatpants while staying at home to limit unnecessary COVID exposure.

Will Omicron Sicken Our Economic Recovery?

Will Omicron Sicken Our Economic Recovery?

Many of us were still enjoying an overdue Thanksgiving gathering when we heard the news of the latest COVID variant, Omicron. Two weeks later, some of us are still trying to figure out how to pronounce the new variant.

Gifting Taxes

Charitable Gifting to Lower Your Taxes

As we head towards the end of the year, many consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can

Q2 Market Recap

The U.S. stock market continued to climb though the first half of 2021, despite the spread of the new Delta COVID variant globally. In fact,

Tokyo Olympics in Limbo

In recent weeks, there has been a standoff between the International Olympic Committee (IOC) and the Japanese public as to whether the Tokyo Games should