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 […]
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? […]
We’ll talk today about the different ways investments can be diverse and the types of diversity you should build into your portfolio.
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
At a time like this, some recommend collecting gold as an alternative to keeping your money in bills or the bank.
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 […]
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 […]
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, […]
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, […]
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 […]
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 […]
In response to high inflation, the Federal Reserve has started raising interest rates. What actions should you take to weather the change?
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 […]
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. […]
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 […]
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. […]
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 […]
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 (ETFs) and mutual funds are bundles of products you can invest in. This can include stocks, bonds, and more.
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 […]
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.
Certificates of deposit can be a great way to watch your money grow, and with the right strategies, you can keep your money liquid.
Here are a few highly liquid alternatives where you can put your money to work with a higher interest rate than a savings account.
The investment choices you make can have a significant impact on the amount of taxes you owe.
The new year has come with a growing challenge for investors: inflation. You may need to change your investment strategies.
The investment pyramid is a strategy for weighting your different investments. The triangular diagram helps you visualize your portfolio.
What are financial experts saying about this crypto crash? Does this spell the end for digital currencies, or is it a short-term setback?
With low risk, stable gains, and endless possibilities, bonds form a solid base for your investment pyramid.
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 […]
Humans aren’t always as rational as we think we are. Understanding your own psychology can help you invest more rationally.
Restricted stock units are a type of compensation where you eventually receive stock, but with limitations on when you receive it.
Do you owe taxes on digital transactions? And how can you properly report income and pay taxes on cryptocurrency and NFTs?