Financial Education Videos
Financial Education
How do I minimize taxes as a small business owner?
When working with business owners on financial planning, one of the top priorities is minimizing taxes. There are several strategies to consider, ranging from business entity selection to deductions, retirement [...]
How Do You Live Off Interest, Without Eroding Principal? The Untouchable Nest Egg
Many people dream of retiring and living off the interest or income their investments generate, without ever touching the principal. While that concept sounds ideal, whether it's achievable depends heavily [...]
Claiming Social Security at 62 vs. 67 vs. 70: What’s the Real Difference?
As retirement approaches, one of the biggest questions is: When should you start claiming Social Security? While you can technically begin as early as age 62, the decision has long-term [...]
How does inflation actually work? Why does it matter?
Inflation is the rise in prices over time, which reduces your purchasing power. It means the same dollar buys less than it did before. For instance, if a gallon of [...]
Aviation Planning: Fractional Ownership vs. Charter vs. Outright Acquisition
Private air travel offers unmatched convenience and time savings, but it comes at a cost. For those seriously considering the shift from commercial to private travel, understanding the full financial [...]
Divorce Proofing Your Wealth: Beyond the Basic Prenuptial Agreement
When going through a divorce, the division of assets can become a complex and emotional process. Fortunately, there are ways to protect your individual assets, especially those you acquired before [...]
Greenlight Debit Card Review: 2025 Update
In 2025, Greenlight remains a top recommendation for young families looking to teach their kids about money and budgeting. This customizable debit card, which can even feature your child’s photo, [...]
Second Home Considerations: Tax Implications of Multiple Residences
Many people are drawn to the idea of purchasing a second home or rental property for potential tax benefits. However, it’s important to understand what truly applies and what’s often [...]
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