Financial Education Videos
Financial Education
How Does the Big Beautiful Bill Affect Taxes?
The One Big Beautiful Bill Act was recently passed. This brings sweeping tax changes that impact individuals, families, and businesses across the U.S. Whether or not you agree with it [...]
How does the lifetime gift tax exemption work?
Gifting assets can be a powerful tool for transferring wealth and reducing estate taxes. It’s important to understand the rules surrounding the lifetime gift tax exemption to avoid unintended tax [...]
How do I save money for my child’s education?
Saving for a child’s education is one of the most important long-term financial goals for many families. With rising tuition costs, understanding your savings options early on can make a [...]
How to Reduce Capital Gains When Selling Real Estate
Selling real estate can come with a hefty tax bill, but several smart strategies can help reduce or even eliminate capital gains taxes. Understanding how these taxes work and how [...]
What is the difference between stocks, bonds, and mutual funds?
Investing can be a powerful way to build wealth, but it’s essential to understand the different types of investment options available. Stocks, bonds, and mutual funds are among the most [...]
What financial steps should I take before starting a business?
Starting a business is an exciting venture, but it requires careful financial preparation and strategic planning. Whether you're transitioning from a stable career or stepping into entrepreneurship for the first [...]
How Often Should You Review Your Retirement Income Plan?
A well-structured retirement income plan is essential to ensure financial stability throughout retirement. This strategy should integrate multiple income sources, including IRAs, Roth accounts, Social Security, and pensions, to create [...]
What is the stepped-up basis loophole for inherited assets?
When inheriting assets, many people are unaware of a key tax provision that can significantly reduce their tax burden, the stepped-up basis. This important rule is designed to minimize capital [...]
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