Webinar Recording: Retirement Income Planning
It’s hard to plan for retirement when you don’t know how much you’ll need. Estimating your retirement income can help optimize your planning. The saving stage of retirement planning is […]
Webinar Recording: Demystifying 401(k) Plans for Employers and Self Employed Business Owners
Business owners need to think about retirement plans for two reasons. First, their employees often want to start saving for retirement and find 401(k) plans an attractive draw. Second, the […]
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: 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: Exploring Different Types of Retirement Accounts
A good retirement savings strategy often includes several different types of accounts. By using the tax benefits of one type or another, it can be possible to save more than […]
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: 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: 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: 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: Money Mistakes Doctors Make in Retirement Planning
Many doctors think selling their practice can fund their retirement. In reality, a practice doesn’t have the same value without the same name on the door. Physicians need to save […]
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: 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: 401K Rollovers for Individuals Nearing Retirement
For a variety of reasons, funds in one retirement account may need to be moved to another account. What are the options, and the pros and cons of each? This […]
Webinar Recording: Understanding your Federal Employee Retirement Program
As a federal employee, you may be confused about your retirement benefits. Fully understanding your pension, TSP, and Social Security benefits will make you feel confident as you face the […]
Webinar Recording: Taxes in Retirement
Some retirees may find that in difficult times, tax strategy makes a big difference in how much they have available to live on. This webinar addresses reducing taxes, maximizing Social […]
Webinar Recording: Getting Laid Off Before You’re Ready for Retirement
Are you nearing retirement age and anticipating a layoff? Unemployment in your mature working years can be a major source of stress, especially if you aren’t financially prepared to retire. […]
Webinar Recording: Five Reasons to Keep Working After You Retire
An increasing number of Americans are choosing to keep working after retirement. Is it for you? This webinar addresses benefits of working past retirement, financial impacts, and good side gigs […]
Webinar Recording: Five Tips for Single Women Planning their Retirement
Today, women live longer than ever before, and many of them reach retirement single. How can you navigate this time on your own and optimize your independent golden years? This […]
Webinar Recording: Retiring as a Couple
You and your spouse may have dreamed for years of your retirement together. How do you make sure this time has room for both of your dreams? This webinar addresses […]
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 […]
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 […]
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: Myths and Facts About Retirement
On August 10, Advice Chaser hosted a webinar titled, “Myths and Facts About Retirement.” Some myths about retirement refuse to die, leaving potential retirees making the wrong decisions with their […]
Webinar Recording: Financial Basics Series – Understanding Retirement
Many younger workers aren’t saving for retirement yet and don’t know how to start. But the earlier they start saving, the longer their savings has to grow. This webinar addressed […]