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 […]
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: How To Pick an Advisor
In order to grow personal wealth, many people choose to hire a financial advisor. But what qualities are most necessary in an advisor? How can you choose one? What considerations […]
Webinar Recording: Ten Things Couples Should Do As They Near Retirement
When you and your spouse are ready to retire, you’ll want to be prepared. At least five years before retirement, you should start getting ready for the transition to your […]
Webinar Recording: Business Owners and Investing
Owning a business comes with a certain amount of risk. One way to balance out that risk is to invest a portion of the profits to build wealth on the […]
Webinar Recording: Medicare and SSDI
Both disabled people and seniors are eligible for Medicare, but the program is complex and may require you to carry supplementary insurance as well. Learning about Medicare can make it […]
Webinar Recording: What Federal Employees Can Expect When Transitioning into Retirement
When making the transition from federal employment to retirement, there is some red tape to navigate before you can start receiving your full benefits. The more you can understand this […]
Webinar Recording: Pension Decisions: Lump Sum vs. Lifetime Annuity
If you have a choice between receiving a lump sum upon retirement or a lifetime annuity, which decision is better? A great deal depends on your unique circumstances and goals. […]
Webinar Recording: The Regret-Proof Life: How to Make Important Decisions During Stressful Times
Very often, we make decisions based on stress, fear, or a reactive response. But that can be a recipe for regret. This webinar addresses being more thought aware, making intentional […]
Webinar Recording: Special Needs Planning: Answering Common Financial and Legal Questions
Parents of disabled children often worry about the future. Will there be enough money? What do they need to arrange legally as their children reach adulthood? This webinar addresses financial […]
Webinar Recording: The Best and Worst Questions to Ask When Choosing a Financial Advisor
Often, when looking for a financial advisor, clients look up a list of questions to ask on the internet. But these aren’t always the questions with the most helpful answers. […]
Webinar Recording: A Guide to Low Taxes in Retirement
Part of what makes retirement planning work is the gains you can make while investing over your lifetime. But if you lose much of those gains to taxation, you won’t […]
Webinar Recording: How Small Businesses Can Be Profitable in the Midst of Inflation
As supply and labor prices rise, small businesses, which are often operated on a tiny margin, are squeezed the most. But the right decisions can help a business weather even […]
Webinar Recording: Ten Most Common Financial Mistakes People Make in Divorce
Divorce is a difficult financial challenge, and to make it worse, most people have no experience in it when they get divorced. As a result, they often fall into the […]
Webinar Recording: Understanding the Process of Divorce
Divorce can be a painful and difficult time, but understanding what the process will be like can make it go much more smoothly. Individuals can make better decisions the more […]
Webinar Recording: Building Personal Resiliency in Uncertain Times
The past few years have been difficult for many of us. While some bounce back and go on to achieve their goals, some flounder and despair. Resiliency is the ability […]
Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It
Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]
Webinar Recording: What Type of Financial Planner Do I Need?
The word “financial advisor” covers several different types of professionals, with different licenses, who can help you in different ways. Finding the right kind of professional the first time can […]
Webinar Recording: Before and After a Loved One Passes: Financial and Care Decisions for Families
When a family member becomes seriously ill, it brings a time of crisis into the whole family. Who is caring for the person? What will happen if they pass away? […]
Webinar Recording: How to Save for Retirement When You Don’t Feel like You Can
Saving for retirement is important, but there are always far too many more pressing expenses. But every dollar counts, and careful planning can result in a growing nest egg, even […]
Webinar Recording: Financial Planning – Behind the Scenes
If you’ve never worked with a financial advisor before, you may be curious how the process works. How will you and your advisor visualize your financial data and life dreams […]
Webinar Recording: The Employee Retention Credit
During 2020, small businesses which received Paycheck Protection Program (PPP) loans were not eligible to claim the Employee Retention Tax Credit (ERTC or ERC) as well. But for 2021, this […]
Webinar Recording: When Do I Need a CPA and When Do I Need a Financial Planner?
Both accountants and financial planners are crucial parts of a financial team, but their areas of focus are very different. Expecting one to do the job of the other won’t […]
Webinar Recording: Transitioning Out of the Military Into the Private Sector
Service members who have been in the military a long time may struggle when re-entering the civilian sphere. Career, medical care, taxes, and insurance may all be new and different. […]
Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid
When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without […]
Webinar Recording: Why Everyone Should Have a Financial Planner
While older and richer individuals are more likely to have a financial advisor, even young people and those without high incomes can benefit. Wise management of a small amount of […]
Webinar Recording: Financial Planning Strategies in your 50s
A person’s fifties may seem like a stable time, when one’s career peaks and children have left the nest. But retirement is drawimg close, and at the same time aging […]