Kevin Lum, CFP® (@kevinlum) 's Twitter Profile
Kevin Lum, CFP®

@kevinlum

Financial Advisor @ Foundry Financial | On a mission to help people retire without worry | Host: Retirement Made Simple |

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linkhttps://linktr.ee/kevinlum calendar_today25-04-2008 02:41:15

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Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Do you think we’re seeing signs of forced selling yet? One of my least favorite parts of a down market is when liquidity issues start popping up and everything begins to unravel. Watching Bitcoin tumble this evening makes me think we may have hit that stage. Things usually

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Today, on Meet the Press, Treasury Secretary Scott Bessent says Americans ready to retire aren’t worried about ‘day-to-day’ market fluctuations. What do you think? Smart take… or out of touch?

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

I know I’m being pedantic, but as someone who works with these clients 20 years down the line — the taxes aren’t ‘saved,’ they’re deferred. And that deferral can turn into a real tax problem. Of course, it’s often the right move based on income — but the tax man cometh.

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Amazon is building over 1,000 generative AI applications. In his most recent investor letter, Andy Jassy said: “If your customer experiences aren’t planning to leverage these intelligent models—their ability to query giant corpuses of data and quickly find your needle in the

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Weirdest situation today. Curious what you would have done. I’m in a coffee shop with my 8yo daughter today. She’s right by my side (we have a long conversation about what drink she can have)—orders with me, walks to the table with me, sits down. A few minutes later, she

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

I’ve been a fan of @airbnb — and a host — for years. But I’m on a quick trip and booked an Airbnb for my team… and wow, some hosts are wild. Pages of rules (like “only adjust the thermostat 2 degrees at a time”) — then they want us to use two outside services to verify our ID

Jeff Levine, CPA/PFS, CFP® (@cpaplanner) 's Twitter Profile Photo

1/ x 🚨Breaking Tax News!🚨 The House Ways and Means Committee just released draft tax legislation that will be "marked up" soon! Are you as excited as I am? (Hint... probably not😉) Here's a link to the text: docs.house.gov/meetings/WM/WM… Now, let's break it down...

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

I’m trying to play my daughter on Nintendo Switch. When did game consoles become so confusing? I miss the good old days. I think I’m officially old.

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Decided to splurge on a trip to the airport and get an @uber Black so we’d have more room. The driver showed up in a KIA. Either Uber Black has greatly degraded or KIA has greatly risen in status.

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

Tipping used to be easy. Now I’m backing out the barista’s OBBBA tax deduction before deciding how much to leave. Why should I pay full price since they get a tax break. Don’t mention my SALT cap deduction — that’s different.

Kevin Lum, CFP® (@kevinlum) 's Twitter Profile Photo

When Gmail came out, nobody I knew had early access, so I purchased an Invite on Ebay. Now I’m scrolling X hoping a kind stranger will share a Sora 2 invite code.