Lim Financial Group

Lim Financial Group Member FINRA/SIPC

Estate, Retirement, Investment, Insurance & Business Succession Planning

Investment Advisor Representative of and securities offered through Founders Financial Securities, LLC.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
07/20/2023

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Self-employed? Learn more about your retirement plan options.
07/19/2023

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Tax freedom day: the day you begin earning money for yourself.
07/18/2023

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Compound interest can dramatically impact the future growth of your assets. Learn more.
07/17/2023

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

Concerned about identity theft? Some things to leave at home.
07/14/2023

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
07/13/2023

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Your home mortgage interest may be deductible. Do you itemize your deductions?
07/12/2023

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
07/11/2023

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
07/10/2023

is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, a...
07/08/2023

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, and growing excitement around artificial intelligence (AI).

Quarterly Market Insights | Q2 2023 U.S. Markets Stocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence. For the three months ending June 30, the Dow Jones Industrial Average added 3.41....

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
07/06/2023

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

It isn't whether you should have auto insurance - it's what kind you should have.
07/05/2023

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Address

9250 Rumsey Road, Suite 103
Columbia, MD
21045

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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