The crypto space, while exciting, is an area where it’s hard to stay informed. New financial tools pop up there all the time, and fortunes are made and lost before there is much reliable information about them. One popular new process is called yield farming. This allows cryptocurrency to function more like a bank does, where you can deposit money
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Common Inflation Measurements
The past few years have seen substantial inflation across a number of different indicators. For most of us, it’s enough to hear that inflation is up. But that bare fact does tend to leave some details out. After all, sometimes prices rise in one area while they decline elsewhere. Depending on what you usually buy and invest in, different investment…
Webinar Recording: Social Security Strategies for Retirement
While saving for retirement is vital, Social Security can also make a big difference in your retirement income. Using the right strategies can maximize the amount of your benefit. This webinar addresses predicting Social Security income, choosing when to claim benefits, and maximizing benefits for couples. Patrick Rusch, a financial planner experienced in retirement strategy, presents. Anyone hoping to improve…
How Special Needs Trusts Work
Having assets as a disabled person can be a problem. Owning too much can destroy your eligibility for benefits. Or, if you’re the parent of a disabled person, it can be difficult to provide for your child in your estate plan without jeopardizing their income. ABLE accounts are one solution to this problem. But many families choose a special needs…
Webinar Recording: Entrepreneur Questions for a Financial Advisor
Successful entrepreneurs have a deep knowledge of the world of business finances. By educating yourself on everything from business structures to taxes, you set yourself and your business up for success. This webinar addresses cash flow, debt, business valuation, employees, and much more. Eric Maldonaldo, an experienced financial advisor, presents. Business owners and aspiring entrepreneurs can level up their financial…
How Many Stocks and Bonds Should You Have?
The bulk of many portfolios is a combination of stocks and bonds. Stocks, which are shares in different companies, tend to be considered higher risk and higher return. Bonds, which represent a certain amount of someone else’s debt, are considered lower in both return and risk. So the proportion of each you choose in your portfolio affects your risk, your…
Webinar Recording: Retirement Planning 101
While there are endless considerations to learn about when planning your retirement, a birds-eye view can cover the main areas to know. Not only do you need to save enough and withdraw it wisely, but you also need to master the system—taxes, Medicare, and so on. This webinar addresses savings, distributions, Social Security, and much more. David Scher, a senior…
Webinar Recording: What Do Small Business Owners Do About Retirement?
If you own your own business, you may not be able to access a 401(k) through an employer. However, IRA limits can be too low. Don’t make the mistake of thinking your business itself is your retirement plan. You need something stable you can rely on. This webinar addresses how and why to save outside your business, types of retirement…
Tax Breaks for Land Owners
If you own a large property, taxes may be a major concern for you. There are property taxes to consider, and estate taxes can make it difficult to pass on your land to your heirs. These taxes can be a serious burden on family farms and estates. However, there are also tax benefits you can access as a landowner to…
Webinar Recording: Ten Ways to Make a Disorganized Day Better
We’ve all had those days. The alarm clock didn’t go off, the bus was late, or there are far too many things on the schedule to remember them all. Even in the middle of a day like this, you can turn it around with the right strategies. This webinar addresses strategies that help you keep track of your commitments, prioritize…