Financial Education Videos
Financial Education
The 5 Money Moves Every Pilot Should Know
Airline pilots often have strong earning potential, but a high income alone does not automatically create long-term wealth. The bigger opportunity is learning how to use that income intentionally while [...]
How can I avoid IRMAA surcharges?
If you are on Medicare or getting close to Medicare age, there is a cost that can catch you off guard: IRMAA, or the Income-Related Monthly Adjustment Amount. What makes [...]
Can I collect Social Security and My Pension at the Same Time?
If you have a pension, you may be wondering whether receiving that pension changes your Social Security benefits. The answer depends largely on whether your employment was covered by Social [...]
What Percentage of Your Net Worth Should be Liquid?
How much of your portfolio should remain liquid? There is no universal percentage because the right amount depends on your stage of life, spending needs, portfolio composition, and comfort level. [...]
Does 401(k) Withdrawal Affect Social Security?
A common retirement planning question is whether withdrawing money from a 401(k) reduces or eliminates Social Security benefits. The direct answer is no. Taking money from a 401(k), IRA, or [...]
How do I know if I’m on track for retirement?
“How do I know if I’m on track for retirement?” is one of the most common questions we receive. It is also one of the most difficult questions to answer [...]
What is the Difference Between a Will and a Trust?
Estate planning often includes several legal documents that serve different purposes. Two of the most common are a will and a trust. Although both can help direct what happens to [...]
When should I start saving for retirement?
When Should You Start Saving for Retirement? One of the most common questions financial planners hear is, “When should I start saving for retirement?” The simple answer is: as soon [...]
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