Financial Education Videos
Financial Education
How do capital gains taxes work?
Capital gains tax applies to the profit made when selling an asset, calculated as the difference between the purchase price and the selling price. One key factor in determining the [...]
Understanding Your Risk Tolerance As You Age
One of the most crucial aspects of building a successful investment portfolio is assessing risk tolerance. Many investors make emotionally driven decisions influenced by external factors such as politics, rather [...]
Should I use a HELOC to buy an investment property?
Using a Home Equity Line of Credit (HELOC) to invest in property has its benefits, but comes with significant risks. Here’s what you need to know. Benefits of a HELOC: [...]
Unretirement: How Returning to Work Affects Your Social Security Benefits
The Rise of Unretirement An increasing number of retirees are choosing to return to work, a phenomenon known as "unretirement." Around 20% of retirees are re-entering the workforce, whether part-time [...]
How to Plan for Long-Term Care Without Breaking the Bank
Planning for long-term care doesn’t have to drain your finances. By taking a strategic approach, you can find affordable insurance options that meet your needs. Here's how: Explore Policy Options [...]
What Would a Change in FAA Retirement Age Mean for Pilots?
In financial planning for airline pilots, one question we hear is: “What if the retirement age moves to 67, how would that affect my plan?” While Congress has considered raising [...]
Investing for Income vs Growth in Retirement: Finding the Balance
The Importance of Balance A balanced investment portfolio is key to navigating retirement successfully. Combining growth and income strategies ensures both stability and long-term returns. Income vs Growth Stocks Over [...]
How Much Is Your Business Worth?
Understanding your business’s value starts with knowing how valuations are typically done and what truly drives the number. Whether you’re planning for the future or preparing to sell, these core [...]
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