Consilio University Videos Subscribe on YouTube Archive Block This is example content. Double-click here and select a page to create an index of your own content. Learn more Filter by Date April 2024 March 2024 February 2024 January 2024 December 2023 November 2023 October 2023 September 2023 August 2023 July 2023 View All Posts Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/26/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/26/24 HELOC interest deductions in 2024 | All you need to know! Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/25/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/25/24 Watch this video if you gifted more than $18,000 in 2024 | How to fill out Form 709 Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/17/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/17/24 Gifting and gift splitting rules explained! (2024 version) Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/12/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/12/24 Securities loan (aka margin loan) interest tax deductions | Investment interest expense deduction Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Are you maximizing your Microsoft 401(k)? This is the only video you need to watch! Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Your cheat sheet to Microsoft RSUs (and all you need to know) Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 2024 contribution limits for 401(k)s, IRAs, Roth IRAs, and HSAs Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 How to change your tax election (aka sell to cover) on your Amazon RSUs Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Curious if you're maximizing your Amazon 401(k)? This is the only video you need to watch! Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Your cheat sheet to Amazon RSUs (and all you need to know) Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Health Savings Accounts | The only triple tax-advantaged account out there! Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 3 Steps to Make the Most of Your Google 401K Match Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Tax Gains Harvesting: How to use it and why it's useful Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Washington state capital gains tax. Does it apply to you? Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 How much insurance do I need for my art and jewelry? Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 What are securities loans (aka margin loans) and how to use them Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Tax Loss Harvesting | How to Use Losses to Offset Gains Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 What is direct indexing? Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 How do target funds work? Read More Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 The most overlooked part of your P&C insurance portfolio Read More Older Posts
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/26/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/26/24 HELOC interest deductions in 2024 | All you need to know! Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/25/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/25/24 Watch this video if you gifted more than $18,000 in 2024 | How to fill out Form 709 Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/17/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/17/24 Gifting and gift splitting rules explained! (2024 version) Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/12/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 4/12/24 Securities loan (aka margin loan) interest tax deductions | Investment interest expense deduction Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Are you maximizing your Microsoft 401(k)? This is the only video you need to watch! Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Your cheat sheet to Microsoft RSUs (and all you need to know) Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 2024 contribution limits for 401(k)s, IRAs, Roth IRAs, and HSAs Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 How to change your tax election (aka sell to cover) on your Amazon RSUs Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Curious if you're maximizing your Amazon 401(k)? This is the only video you need to watch! Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Your cheat sheet to Amazon RSUs (and all you need to know) Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Health Savings Accounts | The only triple tax-advantaged account out there! Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 3 Steps to Make the Most of Your Google 401K Match Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Tax Gains Harvesting: How to use it and why it's useful Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Washington state capital gains tax. Does it apply to you? Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 How much insurance do I need for my art and jewelry? Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 What are securities loans (aka margin loans) and how to use them Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Tax Loss Harvesting | How to Use Losses to Offset Gains Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 What is direct indexing? Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 12/21/23 How do target funds work? Read More
Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 Nathan Donohue, CFP®, RICP®, CLU®, CLTC® 12/21/23 The most overlooked part of your P&C insurance portfolio Read More