We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
How to Care for Aging Parents in the Hospital [Video]
In this video, an ICU nurse shares how to care for aging parents while in the hospital and transitioning to the next care facility.
Episode 54: So, You Want to Start a Business
In this episode, we break down the financial side of how to start a business; from the funding, to distributions, and tax deductions!
Lowering Your Auto Insurance Costs in 2024 [Video]
In this video, an insurance agent talks about ways to lower your auto insurance costs, especially for parents with youthful drivers!
Episode 53: Healthcare for Aging Parents with Leah McNamara
In this episode, an ICU nurse, shares her story and the options you have for finding the right healthcare for aging parents and your budget.
Getting a Mortgage as a First Time Homebuyer [Video]
In this video, Tom Cramer, breaks down what you need to know about interest rates, and forgivable loans and grants, and more!
Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp
In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.
The Quarterly Advisor: Third Quarter 2024
The Quarterly Advisor: Third Quarter 2024 | Will Political Instability Affect the Markets? | Meet the CIO of FDS!
Episode 51: What Can I Do With My Mortgage with Tom Cramer
In this episode, Tom Cramer, mortgage officer, explains what currently influences the lending industry and what you can do with your mortgage
Strategies to Lower Your Estate Taxes [Video]
In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.
Episode 50: Changes to Estate Tax Exemptions with Heather Walser
In this episode, Heather Walser shares the changes coming to estate tax exemptions and how people can prepare their estates.
Getting the Right Life Insurance Coverage [Video]
Watch this video to learn more about the ways you can use your life insurance coverage, no matter what life stage you are in.
Episode 49: Making the Most of Your Life Insurance Policies
In this episode, we break down life insurance policies, how to use old policies, how to get the right coverage, and more!
