Financial Education Videos
Financial Education
What financial steps should I take before starting a business?
Starting a business is an exciting venture, but it requires careful financial preparation and strategic planning. Whether you're transitioning from a stable career or stepping into entrepreneurship for the first [...]
How Often Should You Review Your Retirement Income Plan?
A well-structured retirement income plan is essential to ensure financial stability throughout retirement. This strategy should integrate multiple income sources, including IRAs, Roth accounts, Social Security, and pensions, to create [...]
What is the stepped-up basis loophole for inherited assets?
When inheriting assets, many people are unaware of a key tax provision that can significantly reduce their tax burden, the stepped-up basis. This important rule is designed to minimize capital [...]
New Delta Airlines Nonqualified Deferred Compensation (NQDC) Plan for Pilots
Delta Airlines has introduced a new Nonqualified Deferred Compensation (NQDC) plan designed to provide additional tax-planning opportunities for its senior pilots. This plan is particularly advantageous for high-earning individuals who [...]
How do I prioritize my financial goals?
Prioritizing financial goals can feel overwhelming, especially when balancing both immediate needs and future aspirations. Whether you're saving for a down payment, building an emergency fund, or planning your next [...]
Warning Signs of a Bad Financial Advisor
Choosing the right financial advisor is a critical step in securing your financial future. However, not all advisors operate with the same level of integrity or transparency. Here are key [...]
What is tax-loss harvesting?
Tax-loss harvesting is a strategy that can help investors reduce their tax burden by using investment losses to offset gains. This approach is only applicable to taxable brokerage accounts and [...]
What are ETFs, and how do they work?
Exchange-Traded Funds (ETFs) are a popular and versatile investment vehicle that offer unique advantages over mutual funds and individual stocks. Designed to provide exposure to a diversified portfolio of assets, [...]
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