Basic Understanding of Trusts
In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.
Gifts to Children Are Not Income Taxable
Repetition is the key to memorization, so let’s repeat that headline: “Gifts to Children are not income taxable.” The annual gift limit (which in 2022 is $16,000) has nothing to do with income taxation. To repeat, the annual gift limit has…
How to Title Your Assets for Protection
In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add protection to your assets from issues such as divorce, liability, and bankruptcy.
IRS Dysfunction
The greatest country on the planet has a serious problem when our tax regulatory agency has become completely dysfunctional. It has become virtually impossible without extraordinary efforts to resolve even the simplest of issues with the IRS. Many reading this…
A Dozen Ugly Truths About Retirement
In this video, Roger Bair, MSF, CFP®, CIMA® & Madison Bennett, CFP®, CFT-1™ discuss ugly truths about retirement to help you best prepare for them.
The Worst Pieces of Financial Advice You May Hear From Friends
In this video, Drew Tignanelli, CPA, CFP® discusses misinformation you may hear from friends when it comes to finances.
Calculating The ROI of a College Education
In this video, Mike McCarthy, CPA/PFS, CFP® discusses the ROI of a college education.