Financial Education Videos
Financial Education
How will retiring early impact my Social Security benefit?
Wondering how retiring early impacts your Social Security benefits? For long-term contributors to the Social Security system, retiring early may not drastically alter your benefits unless you're skipping out on [...]
Where should I pull income in the first years of retirement?
Optimizing your retirement income strategy is crucial for maximizing your financial resources and minimizing taxes. Understanding the best order to withdraw your funds can significantly impact your retirement savings' longevity [...]
Will Social Security Last Until I Retire?
One question we get often during the financial planning process is, will Social Security still be around when I'm ready to retire? The answer is most likely, yes. Social Security [...]
New FinCEN Rule for Small Business Owners
Congress passed the Corporate Transparency Act in 2021. It is enforced by “FinCEN” – Financial Crimes Enforcement Network. The act mandates small businesses, including LLCs and corporations, to report identifying [...]
How will a potential government shutdown affect your portfolio?
There is potentially another government shutdown coming on March 1, 2024. If this does take place, keep in mind it is only temporary. Your favorite National Park might be closed [...]
What is a charitable remainder trust?
A Charitable Remainder Trust (CRT) is a way to generate income in retirement while being generous with your assets. This type of trust is typically for assets that you probably [...]
Who is your POA? Should it be somebody else?
Tax time can be a good time to review your estate planning documents, such as your Power of Attorney (POA). A power of attorney is a legal document that allows [...]
Delta, United, & American Market Based Cash Balance Plan
Here are 3 different strategies for maximizing savings in Market Based Cash Balance Plans for Delta, United, and American Airlines Pilots. The first strategy involves contributing as much money as [...]
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