Financial Education Videos
Financial Education
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 [...]
Pilots, stop spending millions in 401k management fees!
How does an advisor manage your 401k? For an advisor to manage your airline 401k, they move the money out of your 401k plan into a brokerage link. This allows [...]
Delta Pilot GVUL Information Part 2
Is a GVUL a good investment? It just depends. By putting money in a GVUL, it's not going to grow at the most efficient rate. If you invested tax-efficiently inside [...]
Bitcoin ETFs Have Been Approved – Here’s What You Need to Know
Eleven Bitcoin ETFs were recently approved, with the second cheapest being Bitwise Asset Management's BITW and the cheapest being the EY Shares Bitcoin ETF. It is important to consider factors [...]
Will mortgage rates drop in 2024?
Mortgage interest rates typically follow the 30-year treasury, which is also affected by the Fed interest rate. Right now, most people predict that it will be late 2024 before we [...]
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