Finances & Your Family
Thanksgiving Day Fun [Video]
It’s Thanksgiving time again and we wanted to record a fun way that you can get to know someone, to get to know something about us, or something you can do at your Thanksgiving with friends or family.
Charitable Donations & Contributions [Video]
This time of year people think about charities and year-end donations. Be sure to download your copy of the year-end tax planning checklist.
Be Aware of the Lifestyle Creep [Video]
Have you ever found that as you earn more income you spend more? This is what’s known as the lifestyle creep. This means as your income increases so do your expenses. So year by year you slowly earn more over time. Therefore, your expenses go up over time too. One thing to be thoughtful of…
Open Enrollment – Deciding between Medical Insurance Plans [Video]
[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.
Investing in a 529 College Savings Plan [Video]
We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!
Financial Independence Day [Video]
What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.
