Financial Education Videos
Financial Education
Unretirement: How Returning to Work Affects Your Social Security Benefits
The Rise of Unretirement An increasing number of retirees are choosing to return to work, a phenomenon known as "unretirement." Around 20% of retirees are re-entering the workforce, whether part-time [...]
How to Plan for Long-Term Care Without Breaking the Bank
Planning for long-term care doesn’t have to drain your finances. By taking a strategic approach, you can find affordable insurance options that meet your needs. Here's how: Explore Policy Options [...]
Investing for Income vs Growth in Retirement: Finding the Balance
The Importance of Balance A balanced investment portfolio is key to navigating retirement successfully. Combining growth and income strategies ensures both stability and long-term returns. Income vs Growth Stocks Over [...]
The Financial Pros and Cons of Marriage
Marriage is more than just a union of two lives—it’s also a financial partnership with significant implications. Understanding the financial pros and cons of marriage can help couples make informed [...]
Is saving everything into a Roth for retirement the best strategy?
Deciding whether to convert all retirement savings into a Roth IRA is a hot topic, but it’s not always the best move. For individuals with substantial pre-tax savings, Roth conversions [...]
Avoid the Holiday Spending Hangover: Start the New Year Regret-Free!
The holiday season is a time for joy and togetherness, but it can also bring financial stress. With thoughtful planning and a few creative strategies, you can enjoy the festivities [...]
DINK Households May be Able to Retire Earlier
The Financial Advantage of DINK Households Dual Income No Kids (DINK) households benefit from higher disposable income, free from the financial responsibilities of raising children. This unique advantage allows couples [...]
REITs vs Direct Real Estate Investment: Which is Better?
Choosing between Real Estate Investment Trusts (REITs) and direct real estate investment depends on your priorities for control, risk, and involvement. REITs offer simplicity, allowing you to invest in real [...]
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