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What Type and How Much Life Insurance You Need
Discussing life insurance can be a difficult and emotional experience. None of us want to think about ever needing it, but it is crucial to be prepared for the possibility. Charlie and Ben discuss which type of life insurance you need, how much, and if your children need it as well. They also address if you should purchase AD&D insurance.
Long Term Care Insurance. Do You Need It?
Long Term Care Insurance is a lesser-known benefit that is often misunderstood but increasingly important as we are living longer. Charlie and Ben explain what long term care insurance is and why you should consider it. They also address how it can serve to protect your financial assets, if and when you should buy it and how the 6 Activities of Daily Living affect your ability to receive benefits.
Negative Yields in Our Future?
It might surprise you to know that some of the world’s largest banks are lending their assets for negative yields. Basically, they were taking deposits with a promise that the lenders wouldn’t get all their money back. Why would they do this?
How to Minimize Your Taxes Now and in the Future
Charlie & Ben discuss what can you do to minimize your taxes now and in the future, including changes since the implementation of the 2018 Tax Cuts & Jobs Act, as well as the tax benefits of side businesses, charitable donations, donor-advised funds, Roth IRA’s and more.
Disability Insurance for Pilots Explained
Pilots are at higher risk of needing disability insurance due to the stringent health standards required by the FAA. That is why it’s incredibly important you understand what insurance options are available to you and how they will work to protect you. BUT we know that disability insurance can be super confusing. Most of us get overwhelmed trying to figure it out and simply throw our hands up. In this video, Charlie and Ben trying to simplify all of the moving parts and give you a breakdown of the various disability options; short-term, long-term, loss of license and how they work in conjunction with your sick pay. Additionally, they discuss how your benefits may be affected if you have a secondary income.
(Un)Safe Deposit Boxes
When people want to protect important papers like their wills and trust documents, or valuables like rare coins or precious jewelry, they understand that it’s not generally wise to keep them laying around the house. Much better—so goes the conventional wisdom—to put those items in one of the 25 million safe deposit boxes at local bank branch offices around the U.S. There, they’ll be protected by a foot-thick steel door and a system with two keys, one kept by the customer, one by the bank… Alas, it appears that safe deposit boxes are not quite as safe as they appear.
Are Bonds the Solution to Weather a Recession?
GQ recently published an article saying there are signs of a looming recession and it is time to pay attention. We agree! So, what should you do to prepare? Using modern portfolio theory, Kevin explains how mixing asset classes can lower volatility – specifically bonds.
Airline Pilot Investment Options
Open enrollment season for airline pilots is just around the corner. Ben & Charlie explain the various investment options available to most airline pilots and suggest what order you should start utilizing them for maximum benefit.
“Smart” Investment Strategies?
Did the investment strategies used for “mega” endowments held by U.S. universities outperform the S&P 500 or a low-cost index fund over the last 10 years? You might be surprised by the answer.
Top 4 Financial Questions All New Pilots Ask
You just landed your dream job as a pilot for a major airline. Here comes the money! Now what? With this exciting new career comes an ever-increasing salary. How do you make sure you handle this income effectively?
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