First Financial Insights
7 Essential Steps on How to Retire at 50
The average retirement age is between 61 to 67, but no rule says you can’t retire younger. For many Americans, 50 is the ideal age
The Essentials of High Net Worth Retirement Planning
Once an investor becomes a high net worth individual (HNWI), they face a number of new retirement challenges. Additional taxes, legacy planning, succession planning, and
Mega Backdoor Roth IRA | Everything You Need to Know
A Mega Backdoor Roth IRA is one of the best ways for high-income earners to maximize their retirement investments. Investors can use their traditional IRA
Dangers of Annuities in Retirement
Embarking on the journey of retirement requires a thoughtful approach, and understanding the role of annuities in retirement is paramount. As the financial landscape evolves,
Family Limited Partnership Comprehensive Overview
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership where the partners are family members. Like other partnerships, a
Understanding Your 401(k)
412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will
Best Financial Investments in 2020
What were the best financial investments in 2019? This is the question that many people ask in the hopes of finding that secret formula for
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid financial plan to achieve financial security, which is true at any
Can You DIY Your Finances?
Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”. The idea behind DIY is essentially
How To Pay For College
Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost
Financial Recession: Top 3 Things to Do
If you have been listening to the news there seems to be a lot of discussion about an impending financial recession. We at First Financial
Investment Checklist: step one, have cash flow?
https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors
Retirement Accounts 101
Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts
Financial Wisdom and Fee Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
Stocks and Bonds Diversification
https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.
