Financial video library

Get the latest resources on money topics that matter. 

New Tax Deduction for New Jersey 529 Accounts

New Tax Deduction for New Jersey 529 Accounts

In this week's video, Tom discusses how saving for college in a New Jersey 529 account could provide a new tax deduction for folks. There are requirements that must be met by NJ taxpayers in order to qualify for this deduction. Tom also addresses a common worry we...

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Taking Money From Your 401(k) to Buy a House

Taking Money From Your 401(k) to Buy a House

In this week's video, Tom answers whether or not you should take money from your 401(k) to buy a house. You need to know all of the ramifications of taking a retirement account distribution BEFORE you do anything. Tom walks you through it all while offering up some...

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63% of Investors Reported Making This Mistake

63% of Investors Reported Making This Mistake

How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week's video. He shares research that shows...

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What Does a $1 Million Retirement Look Like?

What Does a $1 Million Retirement Look Like?

In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...

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How to Avoid Investing with Hindsight Bias

How to Avoid Investing with Hindsight Bias

Investing is so difficult because the future is always uncertain, but everything seems obvious after the fact. This leads investors into a harmful way of looking at the stock market called hindsight bias. In this week's video, Casey examines why investors fall victim...

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The Biggest Obstacles in Retirement

The Biggest Obstacles in Retirement

In this week’s video, Tom covers what individuals think are the biggest obstacles in retirement vs. what advisors think they are. Spoiler alert… there’s a BIG disconnect! He stresses the importance of advisors and clients being on the same page and speaking the same...

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How Often Should Investors Expect All-Time Highs?

How Often Should Investors Expect All-Time Highs?

In this week’s video, Casey discusses how difficult it’s been for investors to manage their expectations after 2021 and 2022. He shares statistics about how long it’s been since the market has made a new all-time high and how that relates to previous years. It’s...

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Taking a Hardship Withdrawal from Your 401(k)

Taking a Hardship Withdrawal from Your 401(k)

In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...

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Why Crypto Investors Buy High and Sell Low

Why Crypto Investors Buy High and Sell Low

In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...

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Can I Owe Capital Gains Tax if I Lose Money?

Can I Owe Capital Gains Tax if I Lose Money?

In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...

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Why Your Investment Advisor Should Be Transparent

Why Your Investment Advisor Should Be Transparent

In this week's video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don't understand their...

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New Guidance on Required Minimum Distributions

New Guidance on Required Minimum Distributions

In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...

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Should you Trust Retirement Calculators?

Should you Trust Retirement Calculators?

In this week's video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those...

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