Financial Education Videos
Financial Education
Is saving everything into a Roth for retirement the best strategy?
Deciding whether to convert all retirement savings into a Roth IRA is a hot topic, but it’s not always the best move. For individuals with substantial pre-tax savings, Roth conversions [...]
Avoid the Holiday Spending Hangover: Start the New Year Regret-Free!
The holiday season is a time for joy and togetherness, but it can also bring financial stress. With thoughtful planning and a few creative strategies, you can enjoy the festivities [...]
DINK Households May be Able to Retire Earlier
The Financial Advantage of DINK Households Dual Income No Kids (DINK) households benefit from higher disposable income, free from the financial responsibilities of raising children. This unique advantage allows couples [...]
REITs vs Direct Real Estate Investment: Which is Better?
Choosing between Real Estate Investment Trusts (REITs) and direct real estate investment depends on your priorities for control, risk, and involvement. REITs offer simplicity, allowing you to invest in real [...]
Why Business Owners Need an Exit Strategy
The Importance of Planning Ahead For business owners, having an exit strategy is crucial—not only for a smooth transition but also to protect the value of their hard work and [...]
The 4% Rule in Retirement Isn’t for Everyone
When planning for retirement, one of the most commonly cited guidelines is the "4% rule," which suggests that retirees can safely withdraw 4% of their portfolio each year to ensure [...]
Tips for Investing When You Have a Variable Income
When investing, especially with a variable income, maintaining a reserve fund is crucial to weather market fluctuations and income inconsistencies. A robust reserve fund can prevent the need to sell [...]
How to Estimate Your Tax Bill in Retirement
Calculating your tax bill in retirement can be more complex than during your working years due to the variety of income sources. While employees typically have W2 income with automatic [...]
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