Financial Education Videos
Financial Education
Pilots: Roth or No Roth… That’s the Question
Airline pilots face unique financial situations that make the decision between Roth or no Roth more complex than it might be for others. Personalized financial planning is essential to account [...]
What are the best ways to build generational wealth?
Building generational wealth requires intentional planning, financial education, and smart investment strategies. Families who wish to pass down wealth must prioritize financial literacy and ensure future generations understand how to [...]
Inheriting a Property: Keep, Sell, or Rent?
Inheriting real estate comes with important decisions and potential tax benefits. One key advantage is the step-up in basis, which resets the property’s value to its fair market value at [...]
The Pros and Cons of Reverse Mortgages
How Reverse Mortgages Work Reverse mortgages allow homeowners to convert their home equity into cash. This can be done through a cash-out refinance or by purchasing a home with a [...]
How to Calculate Your Net Worth
Understanding your net worth is a crucial step in assessing your financial health. By subtracting liabilities from assets, you can determine where you stand financially and track your progress over [...]
What to Do When a Loved One Isn’t Financially Prepared for Retirement
Not everyone reaches retirement fully prepared, and supporting a loved one in this situation requires empathy and practical solutions. Here’s how to navigate the conversation and help them move toward [...]
How do I save for a big purchase like a house or a car?
Saving for a major purchase like a house or a car requires careful planning and discipline. By setting clear goals, creating a structured budget, and making strategic financial decisions, reaching [...]
How do capital gains taxes work?
Capital gains tax applies to the profit made when selling an asset, calculated as the difference between the purchase price and the selling price. One key factor in determining the [...]
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