Subscribe on YouTube
Should I Rollover my401(K)?
Considering a career move and pondering your 401(k) options? Navigating the 401(k) rollover process can be straightforward, yet the choices you face are anything but simple.
Direct Indexing: The Next Level of Personalized Investing
Discover how Direct Indexing can transform your investment strategy: customize your portfolio for better tax efficiency and goal alignment.
Turning a Windfall into Lifelong Security
Whether it's an inheritance, a lottery win, or a huge bonus, how you handle a windfall in the initial stages is crucial to making sure it lasts.
The HSA - A Triple Tax-Advantaged Powerhouse
The list of benefits a Health Savings Account (HSA) provides is extensive, making it one of the most powerful investing tools available - if you qualify.
What is an annuity and how can it help your retirement plan?
An annuity is a contract between you and an insurance company that provides a potentially lifelong income stream in retirement.
Is F.I.R.E. Right for you?
Do you dream of retiring early? Enthusiasts of the FIRE movement (Financial Independence, Retire Early) are encouraging more and more people to achieve their dream of retiring before the commonly accepted retirement age.
Clearing Up Rate of Return Confusion
Confusion often arises on how to accurately calculate the Rate of Return (RoR) on any given investment. It's simply not as straightforward as one is usually led to believe. In this video, we clear up some common misconceptions and show how to ACCURATELY calculate your RoR to better understand your investment performance.
The Benefits of Dividend Investing
Dividend stocks are a great way to shield your portfolio from volatility and even earn money in flat or down markets. Watch our video to find out how you can take advantage of this wealth building strategy!
Is there ever a good reason to sell?
World events certainly affect the stock market - but how should they affect your investment strategies? In this video, we explore significant world events that threw the stock market into a tailspin and how investors' reactions to those headlines affect their portfolios more than the events themselves.
Are You Missing the Best Days in the Market?
Investing isn't for the faint-hearted. It's difficult to watch your portfolio's value slide down and not sell. But selling is the last thing you want to do! If you do, you may miss some of the best days in the market. Watch this video to discover why!
Switching to Fast Lane Investments Can Slow You Down
Chasing high-yield investments may lead to high fees and even big losses! Stick to the "slow lane" for steady, long-term growth. It may not be as exciting as switching lanes and driving fast, but you'll get to where you want to be all in one piece!
Invest in Your Health for a Happy Retirement
In addition to monetary investments, studies have shown that investing in your health also creates happiness in retirement. Watch our short video to understand how living a healthy lifestyle now can make your retirement more enjoyable!
Is becoming a Millionaire Possible for YOU?
Many people believe that millionaires come from wealthy families or have a large income. Watch this short video to do away with that belief and find out how you too can join the millionaire club. It's easier than you think.
WATCH VIDEO
Do Dividends Actually Add Value?
The facts may surprise you! Watch our latest video to find out how dividends really work, how they affect your stock portfolio, and how they can be used to grow your account. Contact us today to determine if dividend-paying stocks are a good fit for your retirement portfolio!
RETIRE EARLY with this little-known IRS provision!
You may be ready for an early retirement but believe your nest egg is locked away behind early-withdrawal penalties. But there's good news! There's an IRS provision called The Rule of 55 that allows you to leave work and start withdrawing from your retirement account at the age of 55 WITHOUT penalty.
