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 January 2025 December 2024 November 2024 October 2024 September 2024 August 2024 July 2024 June 2024 May 2024 April 2024 View All Posts Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/15/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/15/24 Donor Advised Funds | DAFs | All you need to know Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/13/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/13/24 CAP rates | What you need to look for when renting your house Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/15/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/15/24 RSUs vs NSOs vs ISOs | Options taxation | Common pitfalls and benefits Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/1/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/1/24 Breaking news! The IRS delays RMDs on inherited IRAs...again Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/25/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/25/24 How to maximize your HSA in 2024 Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/5/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/5/24 401(k) loans and why you shouldn't take one Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/21/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/21/24 Qualified Charitable Distributions | QCD rules for 2024 Read More Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/10/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/10/24 Wondering if you can deduct your medical expenses? This is the only video you need to watch! Read More 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 Older Posts
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/15/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/15/24 Donor Advised Funds | DAFs | All you need to know Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/13/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 8/13/24 CAP rates | What you need to look for when renting your house Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/15/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/15/24 RSUs vs NSOs vs ISOs | Options taxation | Common pitfalls and benefits Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/1/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 7/1/24 Breaking news! The IRS delays RMDs on inherited IRAs...again Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/25/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/25/24 How to maximize your HSA in 2024 Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/5/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 6/5/24 401(k) loans and why you shouldn't take one Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/21/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/21/24 Qualified Charitable Distributions | QCD rules for 2024 Read More
Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/10/24 Christopher Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC® 5/10/24 Wondering if you can deduct your medical expenses? This is the only video you need to watch! Read More
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
