Financial Education Videos
Financial Education
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 [...]
High-Yield vs Traditional Savings: How to Make Your Cash Work Harder
When building a solid financial foundation, having an emergency savings fund is essential. But not all savings accounts are created equal. Understanding the differences between traditional and high-yield savings accounts [...]
Does retirement planning software really work?
Retirement planning software can be a powerful tool, but it only works as well as the data and the process behind it. The effectiveness of these tools hinges on a [...]
Is now a good time to invest in the S&P 500?
The S&P 500 is a popular index made up of 500 large U.S. companies across various industries. Instead of betting on just a few individual stocks, investing in the S&P [...]
How much life insurance do I need, and what type should I get?
Life insurance is a key part of any sound financial plan, but determining how much you need and what type of policy to choose can feel overwhelming. A helpful starting [...]
How Does the Big Beautiful Bill Affect Taxes?
The One Big Beautiful Bill Act was recently passed. This brings sweeping tax changes that impact individuals, families, and businesses across the U.S. Whether or not you agree with it [...]
How does the lifetime gift tax exemption work?
Gifting assets can be a powerful tool for transferring wealth and reducing estate taxes. It’s important to understand the rules surrounding the lifetime gift tax exemption to avoid unintended tax [...]
How do I save money for my child’s education?
Saving for a child’s education is one of the most important long-term financial goals for many families. With rising tuition costs, understanding your savings options early on can make a [...]
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