Webinar Recording: Why Rolling Your TSP into an IRA Might Be the Best Move
As a federal employee, you’re likely contributing to a TSP for retirement, but it may be time to roll over those funds into an IRA, especially if you want more […]
Webinar Recording: How to Approach Tax Preparation and Tax Planning at the Beginning of the Year
As soon as January comes along, it’s time to start gathering materials for tax time. Your accountant can’t help with your taxes if you don’t do your own part. This […]
Webinar Recording: Mindset and Money
Making money is seen as synonymous with success—and yet money can’t buy happiness. How can you put money in the proper place in your priorities? This webinar addresses the value […]
Webinar Recording: Independence with Community: Solutions for Disabled Adults
When a disabled person reaches adulthood, they may crave independence. But that shouldn’t mean a loss of community or support. Together with their parents, they can craft a plan for […]
Webinar Recording: Matching Your Portfolio to Your Risk Tolerance
With great risks can come great rewards. But everyone’s risk tolerance is unique. A young investor has decades to make up losses and can tolerate a lot of risk, while […]
Webinar Recording: Building A Retirement Income Plan
Unless you have a fixed-benefit pension, there is no guarantee your retirement income will last your whole lifetime. The responsibility of making sure your money lasts is all on your […]
Webinar Recording: Proactive Tax Planning with a CPA and a Financial Planner
Tax time becomes much less burdensome when you’ve done advance planning with a professional. There are some factors a CPA can help you with the most, and others you might […]
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: 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: Faith-Based Principles for Managing Your Money
Some financial advice assumes making money is your biggest priority. But many of us are looking to do good with the things we have rather than placing them as our […]
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: Investing 101
Investing helps you increase your wealth and stay ahead of inflation. The cash you have on hand today can buy real estate or help a business grow, so that in […]
Webinar Recording: How Pilots Can Age Independently, with Dignity: Planning for Long Term Care Needs
When retired pilots wish to maintain their independence in their later years, striking a balance between autonomy and care needs can be difficult. This webinar will address types of care […]
Webinar Recording: Purchasing a Home for a Disabled or Elderly Loved One
When you buy a home and live in it yourself, you benefit from a few tax and loan advantages a landlord or investor couldn’t get. But what if you are […]
Webinar Recording: Preparing to Tell Your Spouse You Want a Divorce
Telling your spouse you want a divorce is one of the most difficult conversations you may ever have. Before that happens, it’s best to be prepared. When you know how […]
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: Tax Planning for the Future
As you move into retirement, you will find yourself slowly spending the assets you spent a lifetime accumulating. How much you keep, compared to how much you spend in taxes, […]
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: Political Influence on the Stock Market
Many people vote in the hopes that their preferred political party will help their stocks do well. But in reality, regardless of which party is in power, certain predictable patterns […]
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: 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 […]