Financial Education Videos
Financial Education
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 [...]
How Much Risk Should You Take in Your Retirement Portfolio?
When it comes to investing, especially in retirement, one of the most common questions is: How much risk should I take in my portfolio? Striking the right balance is crucial. [...]
How Much Does IVF Really Cost? Essential Financial Questions to Ask First
For many families, the decision to pursue IVF treatment comes with the difficult question of how to fund it. Fortunately, there are several avenues available that can help ease the [...]
Medicare vs Medicaid
Clearing Up the Confusion: Medicare vs. Medicaid It’s easy to mix up the words Medicare and Medicaid, they sound similar, but they serve very different purposes. Let’s break it down [...]
How Can You Pass Down More Than Just Money to the Next Generation?
When we think about inheritance, the first thing that comes to mind is often financial assets. But leaving a true legacy means passing down values, traditions, and wisdom, things that [...]
What’s the best approach to merging finances in a relationship?
One of the most common questions couples ask is: How should we approach merging finances in a relationship? Whether you’re newly engaged or in a long-term partnership, the idea of [...]
Are You Prepared for the True Cost of Assisted Living?
When people think of senior care, they often imagine a nursing home. In reality, there are several levels of care that come before someone requires full nursing home support. Understanding [...]
What is IRMAA, and can I request an adjustment?
What Is IRMAA? IRMAA is an additional charge applied to Medicare Parts B and D premiums for higher-income earners. Depending on where your income falls, these adjustments can range from [...]
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