Webinar Recording: Investment Planning
Investing in the stock market can be intimidating. We all know downturns can happen at any time. So how can anyone be sure of growing their money? This webinar addresses […]
Webinar Recording: How a Layoff or a Reduction in Force Could Benefit You
With mass layoffs affecting the tech and other sectors, many employees are worried they could be next. But in some cases, this may be the push a worker to make […]
Webinar Recording: Selling Your Real Estate Investment Property
If you own a real estate investment property, there are many reasons why you might sell. You might want to invest in other assets, or you may want to put […]
Webinar Recording: Financial Health for Women: Being Seen and Heard
Too often, women find themselves cut out of the financial loop as financial professionals focus on talking to their spouses or assume women are uninterested in the details. Is it […]
Webinar Recording: What the SECURE 2.0 Act Means for Retirement Planning
A new law, called the Security 2.0 Act, is bringing changes for defined-contribution retirement plans. Upcoming changes include a higher age for required minimum distributions, a lower penalty for failing […]
Webinar Recording: Questions to Ask When Looking for a Financial Advisor
When looking for a financial advisor, you may not be entirely sure what you need. And how do you find out if the person is qualified, experienced, and ethical? Asking […]
Webinar Recording: How to Split Assets and Debts in Divorce
In marriage, two people’s assets become united. That makes it very difficult to separate them again in a divorce. Fairness is one important goal, but it’s vital that assets are […]
Webinar Recording: Turning a Lifetime of Savings into a Lifetime of Income
After saving their whole life, everyone wants to enjoy financial stability in their golden years. But the wrong decisions with your retirement fund can lead to income that’s unstable or […]
Webinar Recording: Small Business Group Retirement Plans
While salaried employees often have access to a retirement fund, small business owners may not have the same options. But saving for retirement remains essential, both for you and your […]
Webinar Recording: How Legislative Changes Will Impact Your Company’s Retirement Plan
With the passage of the SECURE 2.0 Act, each business owner must weigh the potential pitfalls and risks associated with complying to new rules. In addition, business owners have new […]
Webinar Recording: Why Rolling Your TSP into an IRA Might Be the Best Move
As a federal employee, you’re likely contributing to a TSP for retirement, but it may be time to roll over those funds into an IRA, especially if you want more […]
Webinar Recording: How to Approach Tax Preparation and Tax Planning at the Beginning of the Year
As soon as January comes along, it’s time to start gathering materials for tax time. Your accountant can’t help with your taxes if you don’t do your own part. This […]
Webinar Recording: Mindset and Money
Making money is seen as synonymous with success—and yet money can’t buy happiness. How can you put money in the proper place in your priorities? This webinar addresses the value […]
Webinar Recording: Independence with Community: Solutions for Disabled Adults
When a disabled person reaches adulthood, they may crave independence. But that shouldn’t mean a loss of community or support. Together with their parents, they can craft a plan for […]
Webinar Recording: Matching Your Portfolio to Your Risk Tolerance
With great risks can come great rewards. But everyone’s risk tolerance is unique. A young investor has decades to make up losses and can tolerate a lot of risk, while […]
Webinar Recording: Building A Retirement Income Plan
Unless you have a fixed-benefit pension, there is no guarantee your retirement income will last your whole lifetime. The responsibility of making sure your money lasts is all on your […]
Webinar Recording: Proactive Tax Planning with a CPA and a Financial Planner
Tax time becomes much less burdensome when you’ve done advance planning with a professional. There are some factors a CPA can help you with the most, and others you might […]
Webinar Recording: Person Centered Planning for People with Disabilities
When planning for a disabled person’s access needs and future, it’s easy to fall into pitfalls. IEP meetings may focus on deficits, not abilities. Or plans are formulaic, not giving […]
Webinar Recording: 2022 Economic Year in Review and Looking Ahead to 2023
2022 brought us supply chain issues, rising interest rates, and drops in some stocks. Where do those changes leave us at year’s end? Where might the economy go from here? […]
Webinar Recording: Tackling Paperwork and Getting Ready for Taxes
Once one financial year is over, tax season is just around the corner. The sooner all the documents are gathered, the sooner you can start working on your taxes. This […]
Webinar Recording: Your Year-End Financial Checklist
At the end of the year, you may make resolutions, buy a new planner, or start working toward a new goal. But it’s also a great time to take stock […]
Webinar Recording: How to Invest in Passive Real Estate
Many investors appreciate the diversification they can achieve by investing in real estate. But not everyone wants to actively manage properties. This webinar addresses structures for investing passively in real […]
Webinar Recording: Faith-Based Principles for Managing Your Money
Some financial advice assumes making money is your biggest priority. But many of us are looking to do good with the things we have rather than placing them as our […]
Webinar Recording: A Pilot’s Guide to Picking An Advisor
In order to grow personal wealth, many pilots choose to hire a financial advisor. But what qualities are most necessary in an advisor? How can you choose one? What considerations […]
Webinar Recording: How HSAs Can Improve the Retirement Profile for Employers
Business owners who try to provide good benefits for their employees face a variety of challenges. Healthcare costs are always rising. Some employees may delay retirement longer than before. And […]
Webinar Recording: How Much Can I Withdraw in Retirement?
During retirement, much of your income will consist of withdrawals from investment accounts. Since what you don’t withdraw continues to increase, your money will last longer than it otherwise might. […]
Webinar Recording: How to Minimize Taxes in Retirement
During your working years, your income mostly comes from work, and there may not be much you can do to alter your tax situation. But after retirement, your income comes […]
Webinar Recording: Investing 101
Investing helps you increase your wealth and stay ahead of inflation. The cash you have on hand today can buy real estate or help a business grow, so that in […]
Webinar Recording: How Pilots Can Age Independently, with Dignity: Planning for Long Term Care Needs
When retired pilots wish to maintain their independence in their later years, striking a balance between autonomy and care needs can be difficult. This webinar will address types of care […]
Webinar Recording: Purchasing a Home for a Disabled or Elderly Loved One
When you buy a home and live in it yourself, you benefit from a few tax and loan advantages a landlord or investor couldn’t get. But what if you are […]
Webinar Recording: Preparing to Tell Your Spouse You Want a Divorce
Telling your spouse you want a divorce is one of the most difficult conversations you may ever have. Before that happens, it’s best to be prepared. When you know how […]
Webinar Recording: How Can I Invest in Private Equity?
Most investment opportunities come from publicly-traded products, such as stocks, but high net worth individuals can access private equity as well. These are investments not available on public markets. While […]
Webinar Recording: How COLA and Inflation Affect Retirement for Federal Employees
As inflation slowly raises the cost of living, some types of benefits keep pace using a cost-of-living adjustment (COLA). Both pensions and Social Security are subject to COLAs, but the […]
Webinar Recording: Financial Planning Simulation
These days, a meeting with your financial advisor is more than just a conversation. Your financial planner can create simulations of your financial picture and show you visually how different […]
Webinar Recording: Estate Planning Myths and Mistakes
Unfortunately, many people approach their estate planning with misconceptions about how the process works. As a result, they can make mistakes that are very hard to fix. From gifts to […]
Webinar Recording: Five Elements of a Successful Major Life or Career Transition
Life changes can be a major disruption or a fresh start. How you respond to a major transition can affect how you handle the future. This webinar addresses the steps […]
Webinar Recording: Tax Planning for the Future
As you move into retirement, you will find yourself slowly spending the assets you spent a lifetime accumulating. How much you keep, compared to how much you spend in taxes, […]
Webinar Recording: Exploring Different Types of Retirement Accounts
A good retirement savings strategy often includes several different types of accounts. By using the tax benefits of one type or another, it can be possible to save more than […]
Webinar Recording: Political Influence on the Stock Market
Many people vote in the hopes that their preferred political party will help their stocks do well. But in reality, regardless of which party is in power, certain predictable patterns […]