Financial Education Videos
Financial Education
What is flat fee financial planning?
Flat fee financial planning is different than hourly financial planning. Flat fee financial planning is estimating the number of hours to create a comprehensive financial plan and converting that to [...]
Is a high yield savings account right for you?
When it comes to savings accounts, most banks are still offering the same low yield they've had for years. The reason why big banks have kept their low yield on [...]
Delta Pilots Guaranteed Variable Universal Life (GVUL) – What Action You Need to Take
Under Delta's open enrollment, pilots have a new life insurance option called Guaranteed Variable Universal Life (GVUL) Insurance Policy, in addition to their traditional Delta term policy with Metlife. These [...]
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 [...]
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