VIDEOS AND CONTENT
Contact UsHow are financial professionals paid?
Have you ever wondered how financial professionals are paid? (wait, they make money?!) There are three main ways! Fee-only. Fee-based. Commissions. Wondering which one is appropriate for you?! Tune in as we breakdown each form of compensation and help you identify...
Myth-Information Video Series
In this series, we address some of the internet's most popular suggestions when it comes to your money and what you should do. Before we get started, these videos are intended for educational purposes only and should not be considered investment, legal, or tax advice....
What is a stock?
Investopedia defines a stock (also known as equity) as a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation's assets and profits equal to how much stock they own. Units of...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money,...
Setting Up and Maintaining an Emergency Fund
How much should I keep in my savings account?We hear this question all the time whether someone is wondering what the goal amount is they should be working toward building up in their savings account or wondering if they have too much in their savings account and...
What Are You Paying For?
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
Financial Planning Overview – Start Now!
In this presentation, Ryan Seymour, a financial planner with S.E.E.D. Planning Group, describes the foundational pieces in building a financial plan. Getting started can be overwhelming. We hope this video can help you understand the key aspects needed to help you on...
Education Planning Part II – Strategies for Student Loan Repayment
Part 2 of this presentation focuses on strategies for paying off your student loans.We will cover the following key areas:1. Your student loan repayment options2. Balancing student loan repayment with other goals3. Other things to be aware of: - The CARES Act and...
Education Planning Part I – Saving for College
Part 1 of this presentation focuses on saving for college. Sometimes just thinking about planning to pay for college for a child or relative can be daunting and overwhelming. We believe it is best to break down a college savings plan into four main questions, which we...
SECURE Act Update – Stretch IRA’s and Roth Conversions
The SECURE Act, passed into legislation in December 2019, changed longstanding retirement account rules. One of the most significant changes involves the elimination of the right to "stretch" required distributions from inherited retirements accounts throughout a...
DISCLOSURE
S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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