Financial Education Videos
Financial Education
What is the role of a trustee?
A trustee takes legal ownership and assumes fiduciary responsibility for managing assets for the purpose of the trust. So, what does it all mean? If someone appoints you as their [...]
Pitfalls of Living Rich but Not Building Wealth
There are various pitfalls of living rich but not building wealth. More people than you realize have over-extended themselves with car loans, mortgages, toys, and various other things. People who [...]
How to Reduce Taxable Income as a Business Owner
Some of our clients who are business owners often ask how they can reduce taxable income. Click here to listen to a podcast episode going in-depth on this topic. 401(k) [...]
Social Security Workshop Scams
Social Security workshop scams are back in full force now that the pandemic is behind us. Some of our clients tell us they have been getting weekly phone calls and [...]
Meaningful Ways to Leave a Financial Legacy for Your Heirs
Here are 5 meaningful ways to leave a financial legacy to your heirs: 1. Start with Professional Guidance Don't try to do this on your own. It's important to have [...]
How Much Money is Enough to Retire?
Every client asks an age-old question: “How much money is enough to retire”? While everyone asks this question looking for a real figure; unfortunately, there's not a solid answer. The [...]
Retirement Planning Tool vs Working with a Financial Planner
There’s an extensive list of options online for retirement planning calculators. Oftentimes, we get asked about the difference between using a financial planner versus using a retirement planning calculator tool [...]
Will AI replace financial advisors?
As you have probably noticed by now, AI is everywhere. The question many are asking is if AI will replace financial advisors. If you go to a financial planner, aside [...]
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