Financial Education Videos
Financial Education
Estate Tax Law Changes Coming in 2026
It was recently announced that there will be changes to the estate tax law and gift tax exemption in 2026. Currently, individuals can leave behind nearly $13 million, and married [...]
Social Security Benefits are Set to Increase in 2024
There is good news for Social Security recipients. Social Security benefits are set to increase next year by 3.2%. As you might know, Social Security is indexed to inflation, so [...]
Are you ready for market volatility?
2023 started out with positive returns across the board in all portfolios, but we gave up some of those gains in September. With the market volatility going on, people are [...]
Looming Market Threats in 2023
The S&P 500 is up over 13% in 2023. However, in September 2023, we saw about a 5% decrease in the S&P 500 alone. As we approach the end of [...]
Pros and Cons of Dividend Investing
What are the pros and cons of dividend investing? Dividend investing is buying shares from companies that have a high dividend yield. These yields could be anywhere from 4%-6%, and [...]
Should I invest if I want to retire early?
Retiring early has become increasingly popular because of different movements promoting this lifestyle, such as the FIRE Movement (Financial Independence Retire Early). There are many choices you have to make [...]
Should I invest in company stocks?
If your company offers an employer stock purchase plan, stock options, or restricted stock units, you might not want to turn down the opportunity to invest in company stocks. However, [...]
What kind of taxes should you expect to pay during retirement?
Some people wonder, “Will I pay taxes in retirement?” The answer to this question is not as straightforward as some people think. In short, yes, you will pay taxes on [...]
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