Financial Education Videos
Financial Education
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, [...]
Should I invest in real estate or stocks?
When deciding between investing in real estate or stocks, the most effective strategy often isn’t choosing one over the other, it’s incorporating both into a well-balanced portfolio. Diversification for Stability [...]
What are the rules for inherited IRA distributions?
When inheriting an Individual Retirement Account (IRA), it’s essential to understand the rules surrounding distributions, as they differ for spouses and non-spouses. Knowing these guidelines can help ensure compliance with [...]
How Much is Social Security Reduced if I Have a Pension?
The Social Security Fairness Act, signed into law on January 5, 2025, ends the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). This legislative update eliminates previous penalties, ensuring [...]
Pilots: Roth or No Roth… That’s the Question
Airline pilots face unique financial situations that make the decision between Roth or no Roth more complex than it might be for others. Personalized financial planning is essential to account [...]
What are the best ways to build generational wealth?
Building generational wealth requires intentional planning, financial education, and smart investment strategies. Families who wish to pass down wealth must prioritize financial literacy and ensure future generations understand how to [...]
Inheriting a Property: Keep, Sell, or Rent?
Inheriting real estate comes with important decisions and potential tax benefits. One key advantage is the step-up in basis, which resets the property’s value to its fair market value at [...]
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