Nine Financial Pitfalls Of Unmarried Couples Avoid these top financial landmines Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors What pitfalls should unmarried couples consider? Cohabitation has become increasingly common in the US. According to the US Census, there are now 18 million Americans who live together without…
How To Value A Defined Benefit Pension For Divorce DB pension valuation, with an example of a FERS pension Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In this article, we cover how to value a defined benefit pension plan for divorce. According to the Department of Labor,…
Polyamorous Relationships: The Financial Guide How to navigate finances and taxes in poly relationships Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors How to manage the finances and taxes of polyamorous relationships? Polyamorous relationships are surprisingly common in both the LGBT and heterosexual communities. One estimate suggests 4-5%…
How Much To Save For Retirement And how to calculate if your nest egg on track for retirement Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Even among affluent families with a healthy income, one of the most common questions I get from clients is this: how much…
Long Term Care Planning The financial guide to funding and planning long term care Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors In this article, we cover the financial aspects of long term care planning. The cost of long-term care has skyrocketed over the past decades, making it…
Single Life Plan For Retirement Nine Essential Tips For Financial Planning As A Single Person Written by Tom Yeung, CFA | CDFA Investment Advisor & Fund Manager, Jurnex Financial Advisors Planning for retirement can already feel overwhelming. But what about a single life plan for retirement? Where to find resources that’s not just focused on…