Financial Education Videos
Financial Education
Roth Conversions: Pros, Cons, and Considerations
A Roth conversion is when you convert taxable money from an IRA to a tax-free growth vehicle, like a Roth IRA. If you feel that you're going to convert at [...]
IRS Delays SECURE Act 2.0 Mandatory Roth Catch-up Rule
The IRS has delayed the Secure Act 2.0 catch-up rule for mandatory roth 401k contributions for 2 years. If you’re over 50 and make more than $145,000 a year, your [...]
What are financial red flags in a relationship?
When you start a new relationship with someone, it's common to be on the lookout for red flags, which might include financial red flags. Some people aren't sure whether or [...]
How much money should you have in an emergency fund?
An emergency fund consists of a reserve of cash equivalent to 3 to 6 months' worth of your expenses. If there’s uncertainty in your job, or even the industry you [...]
What is a fee-only financial advisor?
The world of financial advice can be very confusing, especially when trying to figure out how your financial advisor is getting compensated. Only an average of two percent of financial [...]
Financial Habits to Avoid in Retirement
We see a few bad financial habits from retirees in the financial planning process. The top ones you should avoid are taking social security too early, living in retirement with [...]
What’s the difference between pensions and IRAs?
The biggest difference between pensions and IRAs is that employers sponsor pension plans. Both the employer and employee can make contributions to this plan. On the other hand, an IRA [...]
What should you do with your 401k when you retire?
Once you've retired, you can no longer contribute to your 401k under your employer's 401k plan. To get the best use out of your 401k when you retire, you can [...]
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