Webinar Recording: A Pilot’s Guide to Picking An Advisor
In order to grow personal wealth, many pilots choose to hire a financial advisor. But what qualities are most necessary in an advisor? How can you choose one? What considerations […]
Webinar Recording: How HSAs Can Improve the Retirement Profile for Employers
Business owners who try to provide good benefits for their employees face a variety of challenges. Healthcare costs are always rising. Some employees may delay retirement longer than before. And […]
Webinar Recording: How Much Can I Withdraw in Retirement?
During retirement, much of your income will consist of withdrawals from investment accounts. Since what you don’t withdraw continues to increase, your money will last longer than it otherwise might. […]
Webinar Recording: How to Minimize Taxes in Retirement
During your working years, your income mostly comes from work, and there may not be much you can do to alter your tax situation. But after retirement, your income comes […]
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: Five Elements of a Successful Major Life or Career Transition
Life changes can be a major disruption or a fresh start. How you respond to a major transition can affect how you handle the future. This webinar addresses the steps […]
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: 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: 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: 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: Aging Independently, with Dignity: Planning for Long Term Care Needs
Many seniors choose to maintain their independence as long as possible. But that doesn’t mean they may not need some help handling their needs. This webinar addresses types of care […]
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: 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: Your Flight Plan to Low Taxes in Retirement
Part of what makes retirement planning work for pilots is the gains you can make while investing over your lifetime. But if you lose much of those gains to taxation, […]
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: 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: 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. […]
Reverse Mortgages: Safe Income or Scam?
Some people would trade the value of their home for a regular income—if they didn’t have to move. Reverse mortgages exist to fill this need.
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: What are Tax-Advantaged Accounts?
Saving for retirement can be difficult, but it’s easier when you can take advantage of the tax benefits of certain kinds of accounts. Similar tax advantages exist in college and […]
Webinar Recording: All About Medicare
Medicare is a subsidized insurance option that covers millions of Americans, but navigating the system can be complex. Even those eligible for Medicare may find they need additional insurance as […]
Tax Smart Investing
The investment choices you make can have a significant impact on the amount of taxes you owe.