Financial Education Videos
Financial Education
Do you have to pay taxes on an inheritance?
People often wonder if they have to pay taxes on an inheritance. Inheriting a brokerage account or real estate grants the beneficiary a step up in basis, allowing them to [...]
The Truth about ESG Investing
The ESG (Environmental, Social, Governance) investment movement gained popularity in 2020, and was promoted by major firms like BlackRock. Initially, ESG investing was believed to yield higher returns as companies [...]
What is the best way to take your RMD?
Required Minimum Distributions (RMDs) are mandatory withdrawals from retirement accounts starting at age 73 or 75, based on the individual's birthdate. These distributions, which are typically about 3.5% of the [...]
Why Financial Planning is Different for Pilots
The core financial planning topics such as disability, income planning, expenses, retirement, and insurance, remain the same for Pilots. However, what's different for Pilots is the approach and considerations regarding [...]
Greenlight Debit Card 2024 Update
The Greenlight debit card is a debit card specifically for kids. It is designed to help kids learn how to manage money. The card is controlled through a smartphone app [...]
Can I collect Social Security and a pension at the same time?
The answer is yes, you can collect Social Security and a pension at the same time. Social Security benefits increase from the full retirement age up to age 70 at [...]
How will retiring early impact my Social Security benefit?
Wondering how retiring early impacts your Social Security benefits? For long-term contributors to the Social Security system, retiring early may not drastically alter your benefits unless you're skipping out on [...]
Where should I pull income in the first years of retirement?
Optimizing your retirement income strategy is crucial for maximizing your financial resources and minimizing taxes. Understanding the best order to withdraw your funds can significantly impact your retirement savings' longevity [...]
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