Financial Education Videos
Financial Education
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 [...]
Does lump sum investing beat dollar cost averaging?
If you have cash that you want to invest, is it better to invest it as a lump sum or dollar cost average over time? Some people are afraid to [...]
How do I know if I am on track to retire?
Figuring out if you're on track to retire and the amount of money needed is unique to you because everyone's situation is different. Your lifestyle, Social Security, pension, goals for [...]
When Helping Hurts: How to Set Financial Boundaries
Do you have a child who has struggled to find their way in life or is still dependent financially as an adult? As parents, we want to help our children, [...]
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 [...]
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