Personal Finance and Investing Videos | Cove Financial Planning

529 plans are a great way to save for your kids', grandkids' or other loved ones' education expenses. In this video, I talk through the tax benefits, eligible expenses and new Roth IRA rollover rules.

Are the recent stock-market headlines driving you crazy? In this video, I talk through three charts that show the importance of staying invested during market volatility.

With the US stock market hitting all-time highs, some investors are wondering if they’re doing the right thing with their portfolio. It’s more important than ever to stick to your long-term investment time horizon and ride out expected market volatility.

History shows us that the stock market doesn't really care about the U.S. debt ceiling. Long-term investors have always been rewarded by investing early and often and staying the course, and I don’t think this time is any different.

In this video, I explain how Silicon Valley Bank (SVB) collapsed and what lessons we can learn as investors.

It’s December already! There’s just one month left in the year to make moves to reduce your taxes. This video explains 5 ways to lower your taxes before the end of the year.

In this video, I explain how Roth conversions work, benefits and drawbacks, when to consider them and what to watch out for to help you lower your lifetime tax bill.

What’s going on in the markets so far in 2022, and what should you be doing about it?

Are you in the market for a car? Consider three things during your search to make a smart buying decision.

If you have a little extra cash each month, is it better to pay off lingering debt or invest for the future?

With interest rates at historic lows, many people are thinking about buying a home. Learn about the 28% rule and the 36% rule.

Savers can earn more by buying in at lower average prices as markets fall. This is called Dollar-Cost Averaging, and it can boost investment returns over time.

With the coronavirus market crash this year, and a more recent recovery, when is the right time to invest cash in the market?

With the recent coronavirus-related market volatility, it's more important than ever to make sure your investments are aligned with your goals, risk tolerance and time horizon.

An explanation of recent market volatility and how you can make smart investment decisions.

With our historic market run and scary news headlines, consider 3 ways to prepare for a market downturn.

With the start of the New Year, consider taking these easy steps to start the year off right with your personal finances.

With open enrollment season upon us, check out these tips on making the most of your workplace benefits.

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