Five Medicaid Long-Term Care Myths
http://www.youtube.com/embed/w6zabV7-jqA Many people want to know how they would ever be able to afford long term care costs that can range anywhere from $50,000 to $120,000 per year. Few people…
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…
Digital Assets and Your Estate
http://www.youtube.com/embed/Jk2LSkuyjLw Defining Digital Assets Digital assets can be loosely defined as any online or electronic records, art, images, emails, creations, files, accounts or subscriptions that are owned by an individual.…
Making a Financial First Aid Kit
http://www.youtube.com/embed/j1FEYlXOKFY Disaster preparedness is a practical step everyone should take to keep themselves and their family safe during all kinds of emergencies. And while having water, canned goods, and medical…
Social Security Maximization for Married Couples
http://www.youtube.com/embed/WBt6WVasEKM You may have heard rumors that there were major changes made to Social Security when Congress passed the Bipartisan Budget Act of 2015. While it is true that big…
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…
