Financial Education Videos
Financial Education
Can You Collect Social Security at 62 and Still Work?
Many people wonder if they can collect Social Security at age 62 while still working. The short answer is yes. However, just because you can doesn't necessarily mean you should. [...]
Build Retirement Savings with Compounding Interest
Let's take a look at numbers to see what compounding interest is. For example, let's say a new college graduate puts away $10K per year in his or her 401k [...]
2023 Tax-Smart Philanthropy
We recommend charitable giving as a tax strategy. Many people have required minimum distributions (RMDs) they need to pull out of their IRAs each year. You can still take the [...]
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 [...]
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