Financial Education Videos
Financial Education
Why Business Owners Need an Exit Strategy
The Importance of Planning Ahead For business owners, having an exit strategy is crucial—not only for a smooth transition but also to protect the value of their hard work and [...]
The 4% Rule in Retirement Isn’t for Everyone
When planning for retirement, one of the most commonly cited guidelines is the "4% rule," which suggests that retirees can safely withdraw 4% of their portfolio each year to ensure [...]
Tips for Investing When You Have a Variable Income
When investing, especially with a variable income, maintaining a reserve fund is crucial to weather market fluctuations and income inconsistencies. A robust reserve fund can prevent the need to sell [...]
How to Estimate Your Tax Bill in Retirement
Calculating your tax bill in retirement can be more complex than during your working years due to the variety of income sources. While employees typically have W2 income with automatic [...]
What is financial planning?
The Importance of Comprehensive Financial Planning Financial planning goes beyond simple calculations like the time value of money; it encompasses critical areas such as risk management, estate planning, and tax [...]
Should I pay off my mortgage before retirement or invest?
When it comes to managing your mortgage as part of retirement planning, the general recommendation is to pay off your mortgage before retirement. This helps reduce expenses and eliminate debt, [...]
Asset Protection Strategies for Business Owners
There are several effective methods for protecting business assets. One of the key strategies is ensuring ethical conduct and compliance with industry regulations. This foundational approach helps mitigate risks and [...]
Kamala Harris’ New Tax Plan Explained
Kamala Harris has recently introduced her new tax plan to address economic challenges. These include a $25,000 down payment assistance for first-time homebuyers, a $6,000 tax credit for newborns, the [...]
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