The vast majority of people are getting zero tax benefit from their charitable giving. But in this video, I'm going to show you a simple strategy that ensures your generosity not only makes a difference in the world, but also lowers your tax bill. And stay tuned until the end, because I'm going to cover a special type of investment account that you

After three and a half years of relief, federal student loan payments are about to start up again. While student loan cancellation was shot down by the Supreme Court, a new income-based repayment plan was introduced that could help lower the payments for millions of borrowers.The new plan is called the Saving on Valuable Education or SAVE plan.

The question we're addressing today is one of the most common questions I get as a financial advisor. Should I make Roth 401k contributions or Traditional 401k contributions?Getting this right could be worth hundreds of thousands of dollars in retirement, so it's worth careful consideration. Fortunately, I think there's a simple rule to follow

In a list of the biggest risks to your retirement, inflation would be near the top, and it's something we have no control over.However, there are some things you can do to prepare and protect your retirement from inflation, and that's what we're covering in this video.

You should always delay Social Security until age 70, right? Wrong!There are times when delaying until 70 will result in less lifetime income than claiming early. And that's what we're talking about in today's video.I'm going to go over four situations where it can make more financial sense to claim Social Security earlier than age 70.

We’re going over five Charlie Munger quotes that will make you a better investor. Charlie was the longtime partner of Warren Buffett before he passed last month at the ripe young age of 99. Together at their company Berkshire Hathaway, they amassed one of the best track records of all time

457(b) plans are one of the most powerful retirement accounts out there, but I found that many people aren't aware of the unique advantages. If you have access to a 457(b) plan, you need to watch this video.We're going to get into the nuts and bolts of how these plans work and why they can be better than your typical retirement plan.

If you're giving to charity out of your bank account or with cash, you need to watch this video. I'm going to tell you about another way to give that could save you money on taxes and allow you to give more money to your favorite charities without impacting the rest of your life. And who doesn't want that?

You can earn more interest on your cash than any time in nearly 25 years. More than 5% in some cases. This new era raises some important questions.First, you might notice you're not getting these high interest rates on your checking or savings account. So how do you actually earn these high rates on your cash?Second, how do high yield savings

Today we're going to look at the average 401k balance by age group according to Vanguard's most recent report titled "How America Saves." This report is a 115-page deep dive on 401k statistics, including the average contribution rate, employer matches, and who is participating. Now I think that there's some really interesting numbers in this report