Financial Education Videos
Financial Education
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 [...]
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 [...]
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