Financial Education Videos
Financial Education
What is the difference between a CFP® and other financial credentials?
When you look for a financial advisor, the letters after someone’s name can raise as many questions as they answer. CFP, CPA, CFA, and CDFA each point to a different [...]
What is the difference between a financial planner and a financial advisor?
Financial services titles can make it difficult to tell what kind of help someone provides. “financial planner” and “financial advisor” may sound interchangeable, but they can suggest different areas of [...]
How to Avoid Probate?
Probate is often treated as something everyone should avoid, but the reality depends on where you live and what you want your estate plan to accomplish. In some states, probate [...]
What is the 70/20/10 rule of money?
Budgeting does not have to involve a complicated spreadsheet or dozens of spending categories. The 70-20-10 rule offers a straightforward way to organize your income into three broad buckets: 70% [...]
What Should I Do With My Old 401(k)?
Do you have a 401(k) résumé? It is common for people to accumulate a workplace retirement account at nearly every job they hold. As their careers progress, those old 401(k)s [...]
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 [...]
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