Webinar Recording: Getting the Most Out of Your Social Security Benefits
One of the most impactful decisions you will make about your retirement is how and when you claim your Social Security benefits. With the right strategy, you may be able […]
Webinar Recording: Three Strategies to Maximize Your Social Security Benefits
While Social Security alone isn’t enough for most people to retire on, it can be a significant part of your income during your retirement. Depending on the choices you make, […]
Webinar Recording: Financial Planning with a Variable Income
Business owners, commission-based professionals, freelancers, and contractors often don’t make the same amount from month to month. Conventional budget advice and financial planning software often fails to account for the […]
Webinar Recording: Following the Leaders: How Individual Investors Can Apply Institutional Strategies
Large firms and other big institutions are able to invest in a very different way than individuals do, allowing them to beat inflation and make significant gains. But new tools […]
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: 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: 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: Market Sense vs. Common Sense: How Human Nature Can Make You A Bad Investor
Humanity has flourished with the ability to make snap judgments and guess based on gut instincts. This has protected us from dangers we faced in the past. But these abilities […]
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: 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: 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 […]
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: Dos and Don’ts of Blended Family Finances
Any marriage involves some financial adjustment, but blending two whole families gets much more complicated. Honest discussion and advance planning can help. This webinar addresses budgets, estate planning, prenups, and […]
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: Will my 401(k) Be Enough for Retirement?
When pensions became less common, Americans began saving for retirement in a 401(k) instead. But most Americans don’t have enough in their 401(k) to retire on. This webinar addresses traditional […]
Webinar Recording: Special Provision Retirement for Law Enforcement, Air Traffic Control, and Firefighter Personnel
Certain federal employees, such as law enforcement officers, firefighters, air traffic controllers, and nuclear weapons couriers, receive a special kind of retirement benefits from the federal government. This webinar addresses […]
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: Estate Planning for Retirees
Even though retirement comes late in life, over half of people over 55 don’t have a will. Few have all the estate planning documents they should. Some assets will transfer […]
Webinar Recording: Is Your Mind Getting in the Way of Your Money? Your Emotional EKG
Watching the news, keeping up on your portfolio, or reading social media can keep you informed, but it can also cause anxiety about your investments. When the market changes, you […]
Webinar Recording: Why Retiring During the Current Economic Downturn Could Be an Opportunity
Many employees in their 50s and 60s are looking to the future with anxiety right now. 401(k)s may be losing money; employers might be considering layoffs. Could retiring early actually […]
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: 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: 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: Transitioning Into Retirement
Many workers look forward for years to retirement, but when it actually comes, they aren’t sure how to handle the changes. Some retirees become bored and listless, unsure what to […]
Webinar Recording: How to Simplify Your Financial Life Before Retirement
Retirement is a major change, which can come with a certain amount of stress. You’ll reduce the anxiety by streamlining your life. This webinar addresses simplifying your accounts, going paperless […]
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 […]
How to Use Mobile Payment Apps
The mobile payment app revolution came without instructions. If you’re less tech savvy, it might be hard to know how to get started.
Financial Resolutions for the New Year
Here are some New Year’s resolutions to help you break out of the money grind without requiring you to follow trite old suggestions.
Taming the File Pile: Which Documents to Keep
Do you know which documents you should keep? If not, read on to find out how you can tame the paper piles while staying financially prepared.
Webinar Recording: From Blockchains to NFTs – A Conversation about Cryptocurrency
Cryptocurrency is an often misunderstood emerging field in the financial world. This webinar addresses the basic vocabulary of cryptocurrency, including the differences between different types of cryptocurrencies like Bitcoin, Ethereum, […]
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: Debt
Debt can be a trap that prevents someone from building wealth, but it can also be a tool used to propel them forward toward goals. It’s vital to learn how […]