Webinar Recording: Developing Your Financial System
Many people believe the secret of financial success is a higher income or maybe a large inheritance. But even with these things, people often struggle because they aren’t managing their […]
Webinar Recording: Financial Planning Case Studies
It can be hard to grasp what financial planning means in the abstract. A better way to make sense of the process is to look at a few examples. Seeing […]
Webinar Recording: Misconceptions About Annuities
Confused about annuities? Learn about fixed, variable, and indexed annuities, and gain insights on their pros and cons as well as cash out and transfer options. Whether you’re planning for […]
Webinar Recording: I’m Too Busy to Plan for Retirement – What Do I Do?
It’s an unfortunate truth that your top years for retirement savings are often some of the busiest years of your life. But if you put off savings till you’re less […]
Webinar Recording: Special Needs Estate Planning and Conservatorships
As a disabled child nears adulthood, their parents worry about setting up the right structures to provide for their needs. How can they protect their child’s autonomy, provide for their […]
Webinar Recording: Is Your Money Mindset Holding You Back
How you view the world has an impact on your finances. You can further your financial goals by adopting practices that embrace a strategic mindset. This webinar addresses developing a […]
Webinar Recording: Financial Health for Women: Common Problems and Solutions
Women face unique financial challenges, which can be hard to overcome when you’ve taken years out of the workforce, make less for the same work, or aren’t being taken seriously […]
Webinar Recording: Ten Ways to Destroy Your Portfolio
Investing is a great way to turn a small amount of money into much more, but there are many ways to fail. There are a few investing practices that are […]
Webinar Recording: Financial Do’s and Don’ts for Travel Nurses and Medical Professionals
If you travel around to provide medical care, or if you work as a temporary contractor, your financial situation is much more complex than that of a permanent employee. How […]
Webinar Recording: Managing Your Expenses and Debts
Everyone has expenses, from bills to groceries. And most of us also have some debt. These drains on our resources are unavoidable to some extent, but it’s possible to reduce […]
Webinar Recording: How Much Should I Be Putting In the Market?
Do you hear the same advice from every financial advisor or outlet? Are stocks, bonds, or mutual funds the only way to save for retirement? What about real estate, private […]
Webinar Recording: Term vs. Permanent Life Insurance
Life insurance has two main roles: to replace your income in case of your early death, and to play a role in your retirement plan with your spouse. Term life […]
Webinar Recording: Understanding the Recent Banking Crisis
The recent collapse of Silicon Valley Bank and the takeover of Signature Bank are two of the biggest bank failures since the 2008 financial crisis. What caused these failures and […]
Webinar Recording: How Well Will Your Portfolio Weather a Recession?
Recessions are bad for everyone, but if you have investments, it’s possible to minimize the risk. If your portfolio is ready to weather tough times, you’ll be able to sleep […]
Webinar Recording: Retirement is Near: How Do I Prepare?
When you were younger, retirement seemed no more than a distant dream. But now that it’s getting closer, you might start to worry. Are you ready? What more can you […]
Webinar Recording: New Beginnings for Women – Navigating Divorce in California
A divorce is the end of a marriage. But it’s also the beginning of the rest of your life. As a woman, navigating your divorce means setting yourself up for […]
Webinar Recording: Rollovers for 401ks, 403bs, and 457s
The average worker changes employers many times throughout their career. This can mean old retirement plans get left, still accruing earnings, but no longer accepting new contributions. If you have […]
Webinar Recording: Financial Planning for Medical Professionals
A medical degree can help you achieve a good income, but it can also come with unique challenges. Advice for corporate employees may not be useful to you, but strategies […]
Webinar Recording: What Do I Do With My Cash?
If you’re a successful professional, you may have built up a large amount of cash, but you may not know exactly what to do with your liquid assets. How should […]
Webinar Recording: Retirement Planning for People in their 50s and Older
As you reach your fifties and beyond, ensuring you have a solid plan for retirement is vital. Retirement planning involves multiple factors including income and cash flow, risk management, investment […]
Webinar Recording: Saving for Higher Education
College can make a huge difference in your child’s life, but going into debt for it may set them back. The more you can save for them before they start […]
Webinar Recording: Understanding Exponential Growth in Investing
If a person saves ten dollars a month, it’s easy to see how the amount in their account will grow steadily and consistently. While that’s great, what’s more impressive is […]
Webinar Recording: Cruising Through Inflation: Budget-Friendly Tips for Your Next Cruise
If overwork and tight deadlines have left you stressed and exhausted, you may be dreaming of your next vacation. But can you afford one in this economy? While cruises sound […]
Webinar Recording: Tax Savings Strategies as Tax Season Quickly Approaches
With tax season close at hand, it’s a good time to look over your financial decisions with an eye to tax minimization. Could you pay less if you allocated your […]
Webinar Recording: Financial Principles for Success
Before you’re ready to create a budget, build a portfolio, or make your first million, you need the underlying principles that will guide you through these financial goals. Financial principles […]
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: 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: 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 […]