Financial Education Videos
Financial Education
How does the lifetime gift tax exemption work?
Gifting assets can be a powerful tool for transferring wealth and reducing estate taxes. It’s important to understand the rules surrounding the lifetime gift tax exemption to avoid unintended tax [...]
How do I save money for my child’s education?
Saving for a child’s education is one of the most important long-term financial goals for many families. With rising tuition costs, understanding your savings options early on can make a [...]
How to Reduce Capital Gains When Selling Real Estate
Selling real estate can come with a hefty tax bill, but several smart strategies can help reduce or even eliminate capital gains taxes. Understanding how these taxes work and how [...]
What is the difference between stocks, bonds, and mutual funds?
Investing can be a powerful way to build wealth, but it’s essential to understand the different types of investment options available. Stocks, bonds, and mutual funds are among the most [...]
What financial steps should I take before starting a business?
Starting a business is an exciting venture, but it requires careful financial preparation and strategic planning. Whether you're transitioning from a stable career or stepping into entrepreneurship for the first [...]
How Often Should You Review Your Retirement Income Plan?
A well-structured retirement income plan is essential to ensure financial stability throughout retirement. This strategy should integrate multiple income sources, including IRAs, Roth accounts, Social Security, and pensions, to create [...]
What is the stepped-up basis loophole for inherited assets?
When inheriting assets, many people are unaware of a key tax provision that can significantly reduce their tax burden, the stepped-up basis. This important rule is designed to minimize capital [...]
New Delta Airlines Nonqualified Deferred Compensation (NQDC) Plan for Pilots
Delta Airlines has introduced a new Nonqualified Deferred Compensation (NQDC) plan designed to provide additional tax-planning opportunities for its senior pilots. This plan is particularly advantageous for high-earning individuals who [...]
Recent posts
