Financial Education Videos
Financial Education
Tips to Sustain Your Current Lifestyle During Retirement
Sustaining your current lifestyle during retirement without depleting your retirement funds is a vital objective. Achieving this goal requires a robust financial plan, setting clear financial goals, and understanding the [...]
Are you saving too much for retirement?
Do you find yourself saving too much for retirement and unsure what to do with that money? Consider creating an opportunity fund and moving that excess money there. This fund [...]
Pros and Cons of Owning a Vacation Rental Property
Investing in a vacation rental property has become increasingly popular. Here are some key pros and cons to consider. Pros of Owning a Vacation Rental Property Income Generation: Vacation rentals [...]
Reduce Your Taxes and AGI by Giving to Charity
Strategies to reduce your adjusted gross income (AGI) through charitable giving can lead to potential tax savings by lowering one's tax bracket. AGI is calculated by subtracting deductions from taxable [...]
Financial Planning Tips to Thrive in Your 40s
Financial planning in your 40s is crucial as you enter higher earning years and start to prepare more seriously for retirement. Follow these tips to secure your financial future and [...]
Annuity Awareness Month: Stay Away from Annuities!
In light of Annuity Awareness Month in the financial services industry, it's important to examine the critical perspective on annuities. While fixed annuities may attract conservative investors, other types such [...]
Delta Airlines Employer Offered Long Term Care Pros & Cons
Delta Airlines offers a long-term care option for its employees, but it's important to evaluate whether this is the most cost-effective solution for your needs. While some large companies provide [...]
What Is The 4% Rule For Retirement Withdrawals?
The 4% rule is a guideline for retirees to withdraw approximately 4% of their portfolio each year, ensuring their savings continue to grow and last throughout retirement. For instance, if [...]
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