Options when Inheriting an IRA
http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…
The Tax Implications of Selling Your Primary Residence
http://www.youtube.com/embed/tBYQt5lg8TY Whenever you’re selling property or investments that have appreciated in value, taxes are a big consideration in the timing of the sale. Selling at the wrong time can lead…
Is Gold a Good Investment?
http://www.youtube.com/embed/qQS9llPUW44 Gold is sometimes referred to as “The currency of fear” because it is often sold in late-night infomercials touted as a hedge against a future where your dollars or…
Understanding the Three Basic Types of Life Insurance: Term, Universal and Whole Life
http://www.youtube.com/embed/MMt9SVvkzvQ While there are many different aspects of life insurance policy design that you’ll want to understand before you take out a policy, the most fundamental thing to know is…
How Your Financial Assets Impact Financial Aid Eligibility
http://www.youtube.com/embed/mq6hqj2V_3A The amount of financial aid your children qualify for is heavily dependent on both your assets and theirs. All students interested in financial aid for college must fill out…
How Financial Advisors Get Paid
http://www.youtube.com/embed/BcFrCd8qYpI We are often asked by clients and prospective clients how we are paid. In general, there are two different payment structures an advisor will have: fee-only and commission-based. Some…
Bank IRA versus Investment IRA
http://www.youtube.com/embed/83WQ-F2FEws When you open an individual retirement account, more commonly known as an IRA, you need to choose a custodian to hold the account and its underlying assets. Two choices…
The Dangers of Robo-Advisors
http://www.youtube.com/embed/zXJbpJf6uxA Automation using technology can be a great thing. In manufacturing, packaging and even in our daily lives, automation decreases the time we have to spend completing tasks and often…
Services for Federal Employees
http://www.youtube.com/embed/lnpQH2jBL6g Attention Federal Employees: Did you know that three of our deaf financial advisors have received specialized training in federal employee benefits? They each have obtained the Chartered Federal Employee…
Financial Planning Considerations for Second Marriages
http://www.youtube.com/embed/KRKzpu9MZmI A second marriage often involves more complex planning than a first marriage. Before you set a date to tie the knot, make it a point to discuss or consider…
