Financial Education Videos
Financial Education
What is a Dynasty 529 Plan?
Most families open a 529 plan with one child’s education in mind. But what happens when that child finishes school and money remains in the account? Those savings can continue [...]
What is a Donor Advised Fund?
Your tax-planning calendar and your charitable giving decisions do not always move at the same pace. A high-income year may be a good time to make a charitable contribution, even [...]
VA Loans: What Service Members Need to Know Before Buying a House
A zero-down mortgage can make buying a home feel like an easy decision. But when your next set of orders could send you across the country, getting into the house [...]
What is the difference between a CFP® and other financial credentials?
When you look for a financial advisor, the letters after someone’s name can raise as many questions as they answer. CFP, CPA, CFA, and CDFA each point to a different [...]
What is the difference between a financial planner and a financial advisor?
Financial services titles can make it difficult to tell what kind of help someone provides. “financial planner” and “financial advisor” may sound interchangeable, but they can suggest different areas of [...]
How to Avoid Probate?
Probate is often treated as something everyone should avoid, but the reality depends on where you live and what you want your estate plan to accomplish. In some states, probate [...]
What is the 70/20/10 rule of money?
Budgeting does not have to involve a complicated spreadsheet or dozens of spending categories. The 70-20-10 rule offers a straightforward way to organize your income into three broad buckets: 70% [...]
What Should I Do With My Old 401(k)?
Do you have a 401(k) résumé? It is common for people to accumulate a workplace retirement account at nearly every job they hold. As their careers progress, those old 401(k)s [...]
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