Videos
NOT YOUR AVERAGE
FINANCIAL INSIGHTS
-
Challenge the way you think about wealth
Featured video
July 27, 2025
Efficient charitable giving options like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), and gifting appreciated assets or retirement accounts can maximize tax benefits and amplify the impact of donations.
Latest videos
Qualified Charitable Distributions (QCDs) allow retirees to donate directly from their IRA while lowering taxable income. This video explains how...
May 21, 2025
Required Minimum Distributions (RMDs) are mandatory withdrawals from tax-deferred retirement accounts, and failing to take them can result in penalties....
May 21, 2025
The Centers for Medicare and Medicaid Services have updated the IRMAA brackets for 2025, meaning some Medicare recipients may face...
May 7, 2025
