Financial Education Videos
Financial Education
Honest Review for True Link Debt Card
Managing finances for aging loved ones can be emotionally and logistically challenging. This became very real for our family when my 97-year-old grandfather, who still lives at home, began losing [...]
Will New Aircraft Technology Boost Pilot Pay?
A common question in aviation today is whether new aircraft technology or even AI will increase pilot pay. The answer isn’t as straightforward as it seems. While technology in the [...]
What Is a QTIP Trust and Who Needs One?
A QTIP Trust, short for Qualified Terminable Interest Property Trust, is an estate planning tool designed to provide financial support for a surviving spouse while ensuring that assets ultimately go [...]
Does Social Security Count as Income?
One of the most common questions we hear from clients is: “Does Social Security count as income?” The short answer is yes, but the context matters. Social Security can be [...]
What insurance policies are essential vs. optional?
One of the most common questions people ask is: “What insurance coverage is essential, and what’s optional?” While it may seem simple to categorize policies, insurance doesn’t actually work that [...]
A 50-Year Mortgage: Bad Deal or Helpful Tool?
There’s been a lot of buzz about the idea of a 50-year mortgage, and at first glance it sounds like a pretty awful deal. Stretching a loan that long means [...]
What’s the difference between Medicare parts A, B, C, and D?
Medicare can feel complicated, but breaking it into parts makes it easier to understand. Each part of Medicare serves a different purpose, and knowing how they work together helps you [...]
When Should Pilots File for Social Security?
Retiring from a career in aviation brings many financial considerations and one of the most important is deciding when to start taking Social Security benefits. For pilots, who often retire [...]





