Financial Education Videos
Financial Education
Can a donor-advised fund reduce taxable income?
A donor-advised fund (DAF) is a vehicle that's strategic in nature and has the objective of helping funnel your money to charity. One of the positive points about this fund [...]
Maxing Out Your 401k – Is It Really What You Think It Is?
There's a common misconception that maxing out your 401k means just meeting your employer's contributions. However, as great as it is to get an employer match, you can contribute up [...]
Financial Independence Retire Early (FIRE): Is it right for you?
The Financial Independence Retire Early movement, also known as the FIRE movement, is becoming increasingly popular. Those who are part of this movement are seeking to retire in their 40s [...]
Tips to Safeguard Assets for Future Generations
Safeguard Assets for Future Generations The truth is that there are many things you must consider. One of them is liability, which includes creating a multi-generational trust and having your [...]
A Pilot’s Guide to Building a Strong Financial Foundation
Pilots are now being paid more than ever in the history of aviation. Delta, United, and American Airlines have some of the best contracts they've had in a very long [...]
What is the role of a trustee?
A trustee takes legal ownership and assumes fiduciary responsibility for managing assets for the purpose of the trust. So, what does it all mean? If someone appoints you as their [...]
Pitfalls of Living Rich but Not Building Wealth
There are various pitfalls of living rich but not building wealth. More people than you realize have over-extended themselves with car loans, mortgages, toys, and various other things. People who [...]
How to Reduce Taxable Income as a Business Owner
Some of our clients who are business owners often ask how they can reduce taxable income. Click here to listen to a podcast episode going in-depth on this topic. 401(k) [...]
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