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? […]
What Does It Mean for Your Investments to Be Diverse?
We’ll talk today about the different ways investments can be diverse and the types of diversity you should build into your portfolio.
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: What the New Inflation Reduction Act Means to You
The past two years have seen historic amounts of inflation. To combat this, Congress passed the Inflation Reduction Act of 2022. This bill contains many different changes, some of which […]
Webinar Recording: Four Potential Solutions for Long Term Care Planning
Most seniors will end up needing long-term care at some point in their life. Yet skyrocketing costs can wipe out your savings or your legacy, especially if you didn’t plan […]
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: 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: Are We In a Recession?
According to certain indicators, some experts are starting to say we are experiencing a “technical recession.” But will we look back on this time in the future and recognize it […]
Webinar Recording: Challenges for Medical Doctors in Today’s Financial Landscape
Doctors are experts in the field of medicine, but financial questions may leave them frustrated. Most financial advice doesn’t cater to the needs of physicians. This webinar addresses three crucial […]
Webinar Recording: Charitable Giving Through Trusts and Insurance
As Americans grow older, many of us start thinking about the impact we would like to leave on the world. At the same time, we have our own livelihood during […]
Webinar Recording: Preserving Your Retirement Nest Egg
If you retire with a set amount of money or a fixed income, inflation will wear away the value of that money over time. If you invest it, your nest […]
Webinar Recording: HSAs: The Secret to a Goals-Based Plan
Health savings accounts (HSAs) are usually a vehicle to save pre-tax money for medical expenses when you have a high-deductible health insurance plan. But how you use your HSA will […]
Webinar Recording: Planning for Retirement
After a lifetime of hard work, retirement is the dream of most Americans. But that golden time of your life does not happen without careful advance planning. This webinar addresses […]
Is Gold a Good Hedge Against Inflation?
At a time like this, some recommend collecting gold as an alternative to keeping your money in bills or the bank.
Webinar Recording: Starting Over after 50: Financial Principles for Divorced Women
After a divorce, some women feel confident and ready to take over all the finances. Others feel uncertain, after years of delegating this job to a spouse. Either way, after […]
Webinar Recording: What Investors Can Do During this Period of Uncertainty Besides Staying the Course
Uncertainty can be terrifying. Most advice sums up to simply being patient and waiting it out. But what actions can investors take? This webinar addresses looking into your portfolio’s fees, […]
Webinar Recording: What is Hedging? How Engineers Can Minimize Risk and Increase Long-Term Profit in their Portfolios
In engineering, it’s important to reduce risk as close to zero as possible. But in finance, accepting higher risks can increase your profit. The important thing is to balance out […]
Webinar Recording: Investing in your TSP in the Current Market
Federal employees often have a TSP (thrift savings plan) instead of a 401(k) for their retirement savings. But many TSP holders are seeing a dip in their investments in the […]
Webinar Recording: Living in Uncertain Times: How Principles of Mindfulness Can Help
Recent years have brought many challenges. One tool in surviving unpredictable obstacles is having the right mindset. This webinar will address self-image, growth mindset, setting goals, and more. Debbie Elder, […]
Webinar Recording: Opportunity Zone Investments
In order to encourage development in economically disadvantaged areas, the federal government has granted certain tax benefits to investors who develop them. By investing in projects to develop these zones, […]
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 […]
What Do Higher Interest Rates Mean for You?
In response to high inflation, the Federal Reserve has started raising interest rates. What actions should you take to weather the change?
Webinar Recording: How Does a Financial Advisor Get Paid and How Do They Add Value?
One of clients’ chief concerns when considering hiring a financial advisor is cost. Many people are confused about how advisors are compensated and what each offers for their fees. This […]
Webinar Recording: Inflation: Your Money and Your Future
In the past year, inflation has increased to historically high levels, which has a devastating effect on everything from the price of gas to the value of individual savings accounts. […]
Webinar Recording: What is a Fiduciary?
A fiduciary is required to act in their client’s best interests, but what exactly does this mean in the world of financial advising? This webinar addresses what to expect from […]
Webinar Recording: How to Hire a Caregiver
As a senior adult ages, having an at-home caregiver can make it possible for them to remain in their own home. But it’s essential to hire someone competent and reliable. […]
Webinar Recording: Income Protection for Physicians
If you make your income as a physician, surgeon, anesthesiologist or other medical specialty, you know it’s vital to insure your livelihood. However, many physicians can’t cover this risk with […]
Webinar Recording: How Physicians and Their Heirs Can Avoid High Taxes
Many physicians have large IRAs or 401(k)s, but these can end up being a liability to their heirs later on. This webinar addresses problems with inheriting retirement funds, tax law […]
Exchange-Traded Funds and Mutual Funds, Explained
Exchange-traded funds (ETFs) and mutual funds are bundles of products you can invest in. This can include stocks, bonds, and more.
Webinar Recording: Syndicated Multifamily Investment Properties: Passive Real Estate Investing
Investing in real estate can be a good way to earn passive income without being a landlord yourself. In real estate syndication, one person handles the deal itself, while others […]
What Is a Fiduciary?
Fiduciary comes from the Latin word fidere, to trust. A fiduciary is anyone with a legal duty to act in someone else’s best interest.
Certificate of Deposit Strategies
Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.
Alternatives to Savings Accounts
Here are a few highly liquid alternatives where you can put your money to work with a higher interest rate than a savings account.
Tax Smart Investing
The investment choices you make can have a significant impact on the amount of taxes you owe.
How to Invest in 2022’s Inflationary Market
The new year has come with a growing challenge for investors: inflation. You may need to change your investment strategies.
Building Your Investment Pyramid
The investment pyramid is a strategy for weighting your different investments. The triangular diagram helps you visualize your portfolio.
How to Weather the “Crypto Crash”
What are financial experts saying about this crypto crash? Does this spell the end for digital currencies, or is it a short-term setback?
Investing in Bonds
With low risk, stable gains, and endless possibilities, bonds form a solid base for your investment pyramid.
Webinar Recording: What’s in Your Portfolio?
At one time, the word “portfolio” mainly brought to mind stocks and bonds. These days, there are many other options, like mutual funds, exchange-traded funds, and more. This webinar will […]
Understand Your Psychology and Invest Better
Humans aren’t always as rational as we think we are. Understanding your own psychology can help you invest more rationally.
Restricted Stock Units in Your Compensation Package
Restricted stock units are a type of compensation where you eventually receive stock, but with limitations on when you receive it.
Do I Have to Pay Taxes on Cryptocurrency and NFTs?
Do you owe taxes on digital transactions? And how can you properly report income and pay taxes on cryptocurrency and NFTs?