Financial Education Videos
Financial Education
How to Hire a High-Net-Worth Financial Advisor
Even though hiring a financial advisor should be straightforward, oftentimes it is not. The first requirement should be a fiduciary and fee-only. However, for high-net-worth families, it gets more complicated. [...]
Tips for Growing Your Small Business
The key to running a successful business is understanding how to build, scale, and grow it. Here are some tips for growing your small business. Any business stream can apply [...]
What is a 401k rollover?
A rollover IRA is when you take your 401k from a former employer and roll it into an individual retirement account. Once it's inside the individual retirement account, you can [...]
Should I refinance my mortgage in 2023?
Many people are asking, "should I refinance my mortgage in 2023?". Refinancing isn't just about the rate, but is also about your break-even period. To determine that, you will take [...]
What’s the difference between a 401k, 401a, and 403b?
People often get confused in the “400” space considering the fact that there are a few options, 401k, 401(a), and 403(b). Ultimately, they all work almost the same way, and [...]
How does a defined benefit plan work?
A defined benefit plan is also known as a pension plan. The calculation of a pension plan is made according to the amount of time you work in that certain [...]
Here’s How to Avoid Paying Capital Gains Tax
One question we often receive is, “How can we avoid paying capital gains tax?” Capital gains taxes typically occur when you buy an investment such as a house, rental property, [...]
Your Financial Flight Plan is Unique to You
Financial planning can be very similar to flight planning. When you get inside an airplane to fly somewhere, you are probably only thinking about the destination. However, there is a [...]
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