The boys are back in this week’s Whiteboard video where we discuss the basics of 529 Plans. You’ll want to talk with your financial advisor to determine the best fit for 529 plans in your financial plan–there are a lot of little details that will impact how they might be implemented. Disclaimer: Nothing on this blog should be…
In episode #9 we’re taking a break from investing and discussing an important topic in every Millennial family’s financial plan–estate planning. In order to get the proper documents in order you’ll need to consult a estate planning attorney, but hopefully this week’s video will help you gain a better understanding of what you might need, and why. In addition to…
In episode #8 we cover wash sales; this is a continuation of the tax loss harvesting conversation in the last Whiteboard episode. As I did prior to episode #7, I’m going to recommend consulting your financial advisor and/or tax professional if you are worried you may violate the wash sale rule. We’re dealing with taxes and important details with tax…
Roman and Leo decided to help me out with today’s Whiteboard Series video. In episode #7 we discuss the basics of tax loss harvesting. I mention this in the video, but to be safe, please consult your financial advisor and/or tax professional before evaluating, or implementing this strategy in your portfolio. In case your interested in my T-Shirt here’s the…
Today we’re talking about ESG investing. In addition to today’s video, I’ve included the link the the ESG page on the blog so you can read more about the investment strategy. Stay tuned, because more will be coming. All About Your Benjamins: ESG Page Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your…
Today we’re going to cover one of the basics of saving and investing: Dollar Cost Averaging. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
You may have heard the VIX spiked nearly 40% yesterday, but you may not know what the VIX is, or what it means to you. Don’t worry, I’ve got you covered… Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the…
I had a little help with this edition of the Whiteboard Series; Leo and I discuss the components of a financial plan. If your financial plan does not address these different aspects of your finances, you don’t have a financial plan–you have sales material. Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…
This week we are going to expand upon the last Whiteboard Series and discuss dividend reinvestment and its contribution to the power of compound interest. One simple investment practice can make a huge difference in the longterm outcome of your portfolio. Check it out! Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual…
The Whiteboard Series will consists of short videos covering a range of topics related to financial planning and investing–these are designed to be informational and fun. If you have anything you’d like to see show up in the series, find me on Twitter, Facebook or Instagram and let me know!