Why Not Invest 100% On Stocks?
In this episode, Bridget and I discuss the pros and cons of investing 100% in stocks.
Variable Annuitites: The Truth About Guaranteed Rates of Return
In this episode we continue our discussion on annuities, this time focusing on the variable annuity.
How to Find Your 1099 INT for Sold I Bonds
In this episode, Bridget and I show where to find the tax form required if you sold I bonds in 2023.
Understanding Fixed Annuities
In this episode Bridget and I discuss fixed annuities: what they are, how they work, and how they differ from variable annuities.
Three Deadly Annuity Mistakes to Avoid
Learn about the complexities of annuities and how to avoid pitfalls.
4 Secrets Financial Advisors Don't Want You to Know
From the importance of saving to the value of tax planning this video will change the way you think about financial success.
A Day in the Life of a Financial Planner
6 Essential Questions When Hiring a Financial Advisor
Heart vs. Head in Financial Decisions: Choosing What Feels Right
Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!
The Value of Hiring a Financial Advisor (for the Non-Super Rich)
Understanding RMDs and QCDs
Should You Invest in International Stocks?
DAF vs QCD: The Jargon Battle
IRS Estimated Payments
Maximizing Donor-Advised Funds for Tax Planning and Charitable Giving
The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
Selling I Bonds: Is It a Wise Financial Move?
Understanding RMD Rules to Avoid IRS Penalties
