Resources

Helping Japanese Americans Reach Their Planning Goals

The hallmark of Kondo Wealth Advisors is the deep understanding its advisors have of Asian cultures and mores and, like many other Asians, hard work and hard-earned money that then leads to good growth from investments is also important to Kondo’s Japanese clients.

SSI Solutions – None of Them Are Great!

Most of us heard that under the current financial projections, if no changes are made, the Social Security and Medicare programs will run out of

student loan fogiveness

Biden’s Student Loan Forgiveness

Many are confused about where we stand as a country in relation to student debt loan forgiveness. There appears to be a lot of headlines

529 college savings plans

529 to Roth IRA Rollover

529 College Savings Plans are a useful tool that allows one to save after-tax dollars in an investment account that can benefit from tax-free growth

Q1 2024 Market Recap

Q1 Stock Market Recap

Wow! The first quarter of 2024 posted an impressive 10% return domestically, with headline setting new records across many of the indices globally. One client

401k

401(k) Millionaire?

When you hear the term “millionaire” do you think, “That must be nice!” Well, if you own a home and have a 401(k), you might

Tax Saving Strategies

Tax Savings Strategies

As we approach tax-filing season, it may be a prudent time to examine some tax savings strategies to consider in the year ahead. Diversify Concentrated

Tax Planning

Tax Cuts and Jobs Act Sunset

In 2017, the Tax Cuts and Jobs Act (TCJA) was signed into law. It was the largest tax code reform in nearly three decades. The

2023 Recap

2023 Economic Recap and Prospects for 2024

2023 may seem like a blur, but it was an action packed year for the stock market. The Federal Open Market Committee (FOMC) raised interest

New Year of Savings

Happy New Year!  One good deed a month could make 2024 a financially savvy year. January – Interest rates have risen dramatically in 2022 due

Charitable Gifting to Lower Your Taxes

Many like to consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can also provide the donor with tax benefits

Helping Japanese Americans Reach Their Planning Goals

The hallmark of Kondo Wealth Advisors is the deep understanding its advisors have of Asian cultures and mores and, like many other Asians, hard work and hard-earned money that then leads to good growth from investments is also important to Kondo’s Japanese clients.

SSI Solutions – None of Them Are Great!

Most of us heard that under the current financial projections, if no changes are made, the Social Security and Medicare programs will run out of

student loan fogiveness

Biden’s Student Loan Forgiveness

Many are confused about where we stand as a country in relation to student debt loan forgiveness. There appears to be a lot of headlines

529 college savings plans

529 to Roth IRA Rollover

529 College Savings Plans are a useful tool that allows one to save after-tax dollars in an investment account that can benefit from tax-free growth

Q1 2024 Market Recap

Q1 Stock Market Recap

Wow! The first quarter of 2024 posted an impressive 10% return domestically, with headline setting new records across many of the indices globally. One client

401k

401(k) Millionaire?

When you hear the term “millionaire” do you think, “That must be nice!” Well, if you own a home and have a 401(k), you might

Tax Saving Strategies

Tax Savings Strategies

As we approach tax-filing season, it may be a prudent time to examine some tax savings strategies to consider in the year ahead. Diversify Concentrated

Tax Planning

Tax Cuts and Jobs Act Sunset

In 2017, the Tax Cuts and Jobs Act (TCJA) was signed into law. It was the largest tax code reform in nearly three decades. The

2023 Recap

2023 Economic Recap and Prospects for 2024

2023 may seem like a blur, but it was an action packed year for the stock market. The Federal Open Market Committee (FOMC) raised interest

New Year of Savings

Happy New Year!  One good deed a month could make 2024 a financially savvy year. January – Interest rates have risen dramatically in 2022 due

Charitable Gifting to Lower Your Taxes

Many like to consider charitable gifting to support their favorite organizations around the holidays. These meaningful gifts can also provide the donor with tax benefits