Video: Year-End Tax Planning Could Significantly Save You Money
with No Comments

Even if you didn’t make a penny more next year, how can you have more dollars for next year’s holiday
season? Reduce your taxes. Between now and the end of the year there are several last-minute tax moves that may save you significant amounts of money. After January 1st, there’s little to do but pay-up.

Video: College Planning is Worth a Million Bucks
with No Comments

Four-years of college currently cost $60,000 at a public university. In eighteen years, it may cost more than $145,000. To stay ahead of rising tuition costs, you should plan ahead and save early. Tax-favored 529 accounts can help you provide an excellent college education for your children and grandchildren.

Video: Be Smart When You Roll Over Your 401(k)
with No Comments

There are few better investment returns than an employer’s matching contribution made to your 401(k). But after you retire or leave that company’s employment, you should almost always roll your 401(k) into an IRA for better investment choices. Being smart by rolling over your 401(k) can pay dividends for decades.

Video: Be Smart When You Rollover Your 401(k)
with No Comments

After you retire or leave that company’s employment, you should almost always roll your 401(k) into an IRA for better investment choices.

Video: Timing the Market Isn’t All Fun and Games
with No Comments

Market timing is the attempt to switch a significant portion of your assets between different types of investments in an effort to maximize profits. If this is your investment strategy, good luck, because you’ll need it.

Video: The 5 Most Important Documents to Have
with No Comments

Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.

Video: The Five Most Important Documents to Have
with No Comments

Communicating honestly about your finances with your family and putting your estate in order passes on a legacy of foresight and financial wisdom that will help generations to come.

Video: Choose the Appropriate Investment Vehicle
with No Comments

There are significant advantages to using different investment vehicles in different types of accounts.

Video: The Seven Steps of Financial Preparedness
with No Comments

Here are seven steps you should take to weather any financial storm.

Video: How to Avoid Higher Cost Mutual Funds
with No Comments

Investing in some mutual funds is like buying a $3 candy bar and paying $5 shipping and handling. All mutual funds are not created equal, and you can boost your returns by doing a little homework before writing a check.

Video: Managing Cash is Key to Meeting Goals
with No Comments

Managing your family’s cash is key to meeting your financial goals.

Video: Foreign Freedom Investing
with No Comments

Countries with the most economic freedom generally do better than the international index.

Video: June: The Month of Wedding Financial Planning
with No Comments

Couples getting married in June usually don’t take the time for pre-marital financial counseling. Yet much of the friction in marriage stems from different financial perspectives, and how money is handled is often a factor in divorce

Video: Roth Segregation Part 1: IRA Tax Law
with No Comments

A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregations
with 8 Comments

A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Roth Segregation Part 2: Implementation
with No Comments

A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.

Video: Getting Started with Investing
with No Comments

There isn’t a better time to invest than today. Getting started can be intimidating, but these simple steps will help you through your first few years of investing.

Video: Seven Financial Vows for Marital Bliss
with No Comments

An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. This is no surprise because the way we use our time and money reflects our values. Without a strong set of shared values, marriages drift apart. But, dealing with finances together can bring a couple closer. Here are seven principles of how you can build wealth and your marriage.

1 2

Subscribe to our newsletter!