Video Library All* Coronavirus ResourcesBusiness FinancesCollege FundingEmployee BenefitsEstate PlanningFinances & Your FamilyFinances In The NewsInsuranceInvestingPersonal Stories & UpdatesRetirementStock MarketTaxYour Financial Plan [Video] How a Financial Advisor Helps You Make Progress Nov 11, 2020 [Video] Update Your Monthly Contribution(s) Nov 2, 2020 [Video] Business Owners- How to Improve Cash Flow Oct 26, 2020 [Video] Asset Location Oct 19, 2020 [Video]Open Enrollment- Deciding between Medical Insurance Plans Oct 12, 2020 [Video] Open Enrollment – Deciding between Medical Insurance Plans Oct 12, 2020 [Video] Saving Strategies for High Income Earners Oct 5, 2020 [Video] Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks Sep 28, 2020 [Video] High-Income Earner’s 401(k) Mistake Sep 21, 2020 [Video] When to Incorporate? Credit Protection Sep 14, 2020 [Video] 5 Ways to Improve Business Accounting & Budgeting Sep 7, 2020 [Video] Labor Day and Community Service Sep 3, 2020 [Video] Custodial Accounts: Non Tax Advantaged Savings Account Aug 24, 2020 [Video] Investment Portfolio Rebalancing: Passive vs. Active Jul 29, 2020 [Video] Data Security Overview Jul 20, 2020 [Video] Need More Time? Your Financial Advisor Can Help Jul 14, 2020 [Video] Investing: Coordinate Your Accounts Together Jul 8, 2020 [Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits Jul 1, 2020 [Video] Financial Goals: Are We There Yet? Jun 22, 2020 [Video] Investing Based On When You Need Your Money Jun 13, 2020 [Video] Should You Refinance Your Home? Jun 8, 2020 [Video] Financial Market Update: The Recovery Continues Jun 3, 2020 [Video] Financial Market Update: The Recovery Continues May 31, 2020 [Video] What To Do With Your Estate Planning Documents May 31, 2020 [Video] Financial Market Update: There’s Good News Out There! May 27, 2020 [Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized! May 27, 2020 [Video] Business Owners: When Does Incorporating Make Sense – Payroll Taxes May 21, 2020 [Video] Should I Refinance My Home During COVID-19? May 17, 2020 [Video] Taxes: Underpayment Penalties Aren’t Worth Paying May 11, 2020 [Video] Financial Q&A Webinar: Retirement, Stimulus, Refinancing May 8, 2020 [Video] Your Beneficiaries Matter: Check Who They Are May 7, 2020 [Video] Financial Planner: Blank Slate Apr 28, 2020 [Video] Financial Review: Update Your Net Worth Apr 22, 2020 [Video] Identity Theft: What You Need To Know Apr 13, 2020 [Video] Investing: Why Are Bonds Important? Apr 9, 2020 [Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense Apr 3, 2020 [Video] Recent SECURE Act Changes In 2020 Mar 22, 2020 [Video] Business Owners, Separate Your Business And Personal Finances Mar 16, 2020 [Video] What We Expect Ahead With The Coronavirus Financial Market Update Mar 12, 2020 [Video] 86% Of Estate Planning Documents Don’t Get Finished Mar 10, 2020 [Video] Weight Of Mine VS Yours [Loans & Credit Card Debt] Mar 5, 2020 [Video] Stay Alert! Things Change. [Like Better Interest Rates] Feb 27, 2020 [Video] Should You Refinance Your Student Loans? [Federal vs Private Loans] Feb 20, 2020 [Video] Structure Determines Performance Feb 11, 2020 [Video] Feel Versus Real Feb 4, 2020 [Video] Speed Reading Versus Speed Understanding Jan 27, 2020 [Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders. Jan 20, 2020 [Video] Hits & Misses, Goals In Your Life Jan 11, 2020 [Video] A Reminder To Take Action Jan 6, 2020 [Video] Top Financial Advice Videos From 2019! Dec 30, 2019 [Video] Our New Year Plans Dec 30, 2019 [Video] Merry Christmas! Our Christmas Traditions Dec 24, 2019 [Video] Tax Reform Sunset Dec 16, 2019 [Video] Charitable Contribution Grouping Dec 11, 2019 [Video] Income Affects Medicare Dec 11, 2019 [Video] Don’t Let Tax Reform Changes Surprise You. Plan Now! Dec 6, 2019 [Video] Ways To Make Charitable Donations & Contributions Dec 2, 2019 [Video] Happy Thanksgiving From All Of Us! Nov 25, 2019 [Video] Study Your Pay Stub Nov 15, 2019 [Video] Health Insurance Comparison Nov 11, 2019 [Video] Having Teaching Moments About Money With Your Kids Nov 4, 2019 [Video] The Benefits Of Changing Jobs Oct 28, 2019 [Video] Employee Benefits: Health Insurance And HSA Oct 22, 2019 [Video] Employee Benefits: Disability Insurance Oct 8, 2019 [Video] Investing in a 529 College Savings Plan Oct 5, 2019 [Video] FAFSA FAQ #3: Get Started Sep 30, 2019 [Video] FAFSA FAQ #2: Contributions Sep 22, 2019 [Video] FAFSA FAQ #1: What Is It & Is It Worth Filling Out? Sep 15, 2019 [Video] Monopoly & Excel: Is Your Family A Team? Sep 9, 2019 [Video] Technology Can Be A Help And A Hindrance Sep 2, 2019 [Video] Are You Creating Opportunities? Aug 19, 2019 [Video] 21 Days To Better Habits – There’s More Than One Starting Point Aug 13, 2019 [Video] What Happens If You Jump Ahead Of The Plan? Aug 11, 2019 [Video] Saving For The Future – Don’t Get Surprised By Inflation! Jul 31, 2019 [Video] Get Specific Financial Advice – It Matters Eventually Jul 23, 2019 [Video] Financial Habits Weave Into So Many Areas Of Our Life Jul 16, 2019 [Video] Roth IRA Contributions Jul 6, 2019 [Video] Skills That Are Always In Demand Jul 2, 2019 [Video] The Peter Principle Explains Our Incompetence Jun 21, 2019 [Video] States With No Income Tax Jun 17, 2019 [Video] Encourage Your Student To Lower The Household Payroll Jun 10, 2019 [Video] Implementing A [Jerry] Seinfeld Strategy Jun 3, 2019 [Video] How Do You Communicate? May 28, 2019 [Video] Career Fairs Can Help Your Wallet, Too May 21, 2019 [Video] New 2019 Contribution Limits May 16, 2019 [Video] Calculate Your Spending Without A Budget May 7, 2019 [Video] Big vs. Little Financial Decisions Apr 30, 2019 [Video] Why Fund An HSA? Apr 23, 2019 [Video] What Is An HSA? Apr 16, 2019 [Video] Explaining Employer Benefits Apr 9, 2019 [Video] What Is An Employer Stock Purchase Plan Apr 1, 2019 [Video] Estate Planning Documents Mar 26, 2019 [Video] Uncommon Cents Mar 18, 2019 [Video] Daylight Savings Time Check Mar 10, 2019 [Video] Does One Size Fit All? Mar 4, 2019 [Video] Financially Lucky Feb 25, 2019 [Video] Prepare for your tax returns using FORMS Feb 22, 2019 [Video] Financial Love Skill Feb 12, 2019 [Video] Life Insurance: Should I or Shouldn’t I? Feb 7, 2019 [Video] A Financial Win/Loss Record Jan 26, 2019 [Video] Financial Timing Is (Almost) Everything Jan 21, 2019 [Video] Forming Habits: Don’t get discouraged. Failure isn’t final. Jan 10, 2019 [Video] Understanding Income & Expenses Jan 7, 2019 [Video] Cash Flow: Merging Accounts Together Dec 29, 2018 [Video] Merry Christmas Dec 17, 2018 [Video] Why Your Business Number’s Plan Matters Dec 5, 2018 [Video] A Thanksgiving Greeting Nov 23, 2018 [Video] Understanding Stock Gifts Nov 13, 2018 [Video] Be Proactive: Tax Analysis Nov 6, 2018 [Video] Small Business Retirement Plan Options: 401(k) Oct 30, 2018 [Video] Stepping Back to Move Forward Oct 1, 2018 [Video] One Big Goal or Many Small Goals Sep 10, 2018 [Video] Understanding the 529 State Tax Deduction Sep 6, 2018 [Video] What is a 529 plan? Aug 28, 2018 [Video] Choose One New Habit And See The Effect Aug 17, 2018 [Video] Spending Down the Funds You’ve Saved for College Aug 9, 2018 [Video] How To Grow Finances [A Gardening Analogy] Aug 4, 2018 [Video] Effective Teaching In Honor of Back To School Aug 1, 2018 [Video] How Much To Save For College? Jul 16, 2018 [Video] College Funding Overview Jul 9, 2018 [Video] Financial Independence Day Jul 4, 2018 [Video] What To Do When You Receive An Inheritance Jun 25, 2018 [Video] Summer Ideas For Kids Jun 14, 2018 [Video] Happy Father’s Day Jun 11, 2018 [Video] The Calendar And The Checkbook Never Lie! Jun 5, 2018 [Video] It’s Not About The Checklist May 28, 2018 [Video] Spring Cleaning: Two Types of Financial Documents May 24, 2018 [Video] Memorial Day and Memorable Days May 17, 2018 [Video] Mother’s Day Appreciation May 2, 2018 [Video] Spring Cleaning – How do you get and stay organized? Apr 30, 2018 [Video] Your Healthy Financial Future Apr 23, 2018 [Video] How To Change Your Tax Return Results Apr 16, 2018 [Video] Tax Extensions: What You Need To Know Apr 9, 2018 [Video] Don’t Be “FOOLED” That Retirement Will Solve Everything! Mar 31, 2018 [Video] Investing vs. Speculating… Are You Feeling Lucky? Mar 22, 2018 [Video] Net Worth vs. Self Worth Mar 5, 2018 [Video] To Pay Down Or Save? A Question Of Net Worth. Feb 24, 2018 [Video] Get Organized: Your Accountant Will Thank You! Feb 19, 2018 [Video] Plan For Those You Love Feb 10, 2018 [Video] Getting Started On Investing Feb 3, 2018 [Video] Rent Or Buy Jan 27, 2018 [Video] Spending Money Jan 23, 2018 [Video] College Savings Jan 16, 2018 [Video] Life Insurance Jan 6, 2018 [Video] DIY vs. Hiring Professionals Jan 2, 2018 [Video] Tax Gain/Loss Harvesting Dec 28, 2017 [Video] Merry Christmas! Dec 15, 2017 [Video] Donating Appreciated Stock Dec 10, 2017 [Video] Qualified Charitable Distributions Dec 1, 2017 [Video] Other Gift Options Nov 30, 2017 [Video] Being Thankful Nov 20, 2017 [Video] Ways To Make Charitable Donations & Contributions Nov 14, 2017 [Video] What Needs To Happen Before 12/31 Nov 4, 2017 [Video] Complete Your RMD’s Oct 30, 2017 [Video] Maximize Annual Retirement Contributions Oct 21, 2017 [Video] Be Aware Of Lifestyle Creep Oct 16, 2017 [Video] Consolidating Retirement Accounts Oct 11, 2017 [Video] What Can I Do With My RMD? Oct 3, 2017 [Video] You’re 70 1/2… Now What? Sep 26, 2017 [Video] Free Money May Exist With This Employee Benefit Sep 19, 2017 [Video] Are You Fully Vested? Sep 12, 2017 [Video] Beneficiaries: Who, When, & Why? Sep 6, 2017 [Video ] What Are The Basics of Social Security? Aug 29, 2017 [Video] What To Do With My Paycheck? Aug 22, 2017 [Video] Recharacterization…The Roth Conversion “Undo” Button Aug 14, 2017 [Video] Roth Conversions: What Are They & How Do They Work? Aug 8, 2017 [Video] How To Decide Between A Traditional IRA/401(k) & Roth IRA/401(k)? Aug 1, 2017 [Video] How Tax-Free Accounts Work Jul 25, 2017 [Video] How Tax-Deferred Accounts Work Jul 18, 2017 [Video] How Taxable Accounts Work Jul 12, 2017 [Video] Is Your Power of Attorney Accessible? Jul 5, 2017 Life Insurance Video Series Jun 28, 2017 [Video] When Do I Need To Have Life Insurance?Insurance Part 4 Jun 28, 2017 [Video] What are the Sources of Life Insurance?Insurance Part 3 Jun 23, 2017 [Video] How Much Life Insurance Do I Need?Insurance Part 2 Jun 20, 2017 [Video] What is the Purpose of Insurance?Insurance Part 1 Jun 13, 2017 [Video] One Size Fits All Jun 6, 2017 [Video] What Is A Diversified Portfolio? Jun 2, 2017 [Video] How Long Should I Keep My Tax Returns & Documents? May 30, 2017 [Video] Having Teaching Moments With Your Kids About Money May 23, 2017 All* Coronavirus ResourcesBusiness FinancesCollege FundingEmployee BenefitsEstate PlanningFinances & Your FamilyFinances In The NewsInsuranceInvestingPersonal Stories & UpdatesRetirementStock MarketTaxYour Financial Plan [Video] How a Financial Advisor Helps You Make Progress Nov 11, 2020 [Video] Update Your Monthly Contribution(s) Nov 2, 2020 [Video] Business Owners- How to Improve Cash Flow Oct 26, 2020 [Video] Asset Location Oct 19, 2020 [Video]Open Enrollment- Deciding between Medical Insurance Plans Oct 12, 2020 [Video] Open Enrollment – Deciding between Medical Insurance Plans Oct 12, 2020 [Video] Saving Strategies for High Income Earners Oct 5, 2020 [Video] Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks Sep 28, 2020 [Video] High-Income Earner’s 401(k) Mistake Sep 21, 2020 [Video] When to Incorporate? Credit Protection Sep 14, 2020 [Video] 5 Ways to Improve Business Accounting & Budgeting Sep 7, 2020 [Video] Labor Day and Community Service Sep 3, 2020 [Video] Custodial Accounts: Non Tax Advantaged Savings Account Aug 24, 2020 [Video] Investment Portfolio Rebalancing: Passive vs. Active Jul 29, 2020 [Video] Data Security Overview Jul 20, 2020 [Video] Need More Time? Your Financial Advisor Can Help Jul 14, 2020 [Video] Investing: Coordinate Your Accounts Together Jul 8, 2020 [Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits Jul 1, 2020 [Video] Financial Goals: Are We There Yet? Jun 22, 2020 [Video] Investing Based On When You Need Your Money Jun 13, 2020 [Video] Should You Refinance Your Home? Jun 8, 2020 [Video] Financial Market Update: The Recovery Continues Jun 3, 2020 [Video] Financial Market Update: The Recovery Continues May 31, 2020 [Video] What To Do With Your Estate Planning Documents May 31, 2020 [Video] Financial Market Update: There’s Good News Out There! May 27, 2020 [Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized! May 27, 2020 [Video] Business Owners: When Does Incorporating Make Sense – Payroll Taxes May 21, 2020 [Video] Should I Refinance My Home During COVID-19? May 17, 2020 [Video] Taxes: Underpayment Penalties Aren’t Worth Paying May 11, 2020 [Video] Financial Q&A Webinar: Retirement, Stimulus, Refinancing May 8, 2020 [Video] Your Beneficiaries Matter: Check Who They Are May 7, 2020 [Video] Financial Planner: Blank Slate Apr 28, 2020 [Video] Financial Review: Update Your Net Worth Apr 22, 2020 [Video] Identity Theft: What You Need To Know Apr 13, 2020 [Video] Investing: Why Are Bonds Important? Apr 9, 2020 [Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense Apr 3, 2020 [Video] Recent SECURE Act Changes In 2020 Mar 22, 2020 [Video] Business Owners, Separate Your Business And Personal Finances Mar 16, 2020 [Video] What We Expect Ahead With The Coronavirus Financial Market Update Mar 12, 2020 [Video] 86% Of Estate Planning Documents Don’t Get Finished Mar 10, 2020 [Video] Weight Of Mine VS Yours [Loans & Credit Card Debt] Mar 5, 2020 [Video] Stay Alert! Things Change. [Like Better Interest Rates] Feb 27, 2020 [Video] Should You Refinance Your Student Loans? [Federal vs Private Loans] Feb 20, 2020 [Video] Structure Determines Performance Feb 11, 2020 [Video] Feel Versus Real Feb 4, 2020 [Video] Speed Reading Versus Speed Understanding Jan 27, 2020 [Video] When Should I Refinance My Mortgage? And Other Mortgage Reminders. Jan 20, 2020 [Video] Hits & Misses, Goals In Your Life Jan 11, 2020 [Video] A Reminder To Take Action Jan 6, 2020 [Video] Top Financial Advice Videos From 2019! Dec 30, 2019 [Video] Our New Year Plans Dec 30, 2019 [Video] Merry Christmas! Our Christmas Traditions Dec 24, 2019 [Video] Tax Reform Sunset Dec 16, 2019 [Video] Charitable Contribution Grouping Dec 11, 2019 [Video] Income Affects Medicare Dec 11, 2019 [Video] Don’t Let Tax Reform Changes Surprise You. Plan Now! Dec 6, 2019 [Video] Ways To Make Charitable Donations & Contributions Dec 2, 2019 [Video] Happy Thanksgiving From All Of Us! Nov 25, 2019 [Video] Study Your Pay Stub Nov 15, 2019 [Video] Health Insurance Comparison Nov 11, 2019 [Video] Having Teaching Moments About Money With Your Kids Nov 4, 2019 [Video] The Benefits Of Changing Jobs Oct 28, 2019 [Video] Employee Benefits: Health Insurance And HSA Oct 22, 2019 [Video] Employee Benefits: Disability Insurance Oct 8, 2019 [Video] Investing in a 529 College Savings Plan Oct 5, 2019 [Video] FAFSA FAQ #3: Get Started Sep 30, 2019 [Video] FAFSA FAQ #2: Contributions Sep 22, 2019 [Video] FAFSA FAQ #1: What Is It & Is It Worth Filling Out? Sep 15, 2019 [Video] Monopoly & Excel: Is Your Family A Team? Sep 9, 2019 [Video] Technology Can Be A Help And A Hindrance Sep 2, 2019 [Video] Are You Creating Opportunities? Aug 19, 2019 [Video] 21 Days To Better Habits – There’s More Than One Starting Point Aug 13, 2019 [Video] What Happens If You Jump Ahead Of The Plan? Aug 11, 2019 [Video] Saving For The Future – Don’t Get Surprised By Inflation! Jul 31, 2019 [Video] Get Specific Financial Advice – It Matters Eventually Jul 23, 2019 [Video] Financial Habits Weave Into So Many Areas Of Our Life Jul 16, 2019 [Video] Roth IRA Contributions Jul 6, 2019 [Video] Skills That Are Always In Demand Jul 2, 2019 [Video] The Peter Principle Explains Our Incompetence Jun 21, 2019 [Video] States With No Income Tax Jun 17, 2019 [Video] Encourage Your Student To Lower The Household Payroll Jun 10, 2019 [Video] Implementing A [Jerry] Seinfeld Strategy Jun 3, 2019 [Video] How Do You Communicate? May 28, 2019 [Video] Career Fairs Can Help Your Wallet, Too May 21, 2019 [Video] New 2019 Contribution Limits May 16, 2019 [Video] Calculate Your Spending Without A Budget May 7, 2019 [Video] Big vs. Little Financial Decisions Apr 30, 2019 [Video] Why Fund An HSA? Apr 23, 2019 [Video] What Is An HSA? Apr 16, 2019 [Video] Explaining Employer Benefits Apr 9, 2019 [Video] What Is An Employer Stock Purchase Plan Apr 1, 2019 [Video] Estate Planning Documents Mar 26, 2019 [Video] Uncommon Cents Mar 18, 2019 [Video] Daylight Savings Time Check Mar 10, 2019 [Video] Does One Size Fit All? Mar 4, 2019 [Video] Financially Lucky Feb 25, 2019 [Video] Prepare for your tax returns using FORMS Feb 22, 2019 [Video] Financial Love Skill Feb 12, 2019 [Video] Life Insurance: Should I or Shouldn’t I? Feb 7, 2019 [Video] A Financial Win/Loss Record Jan 26, 2019 [Video] Financial Timing Is (Almost) Everything Jan 21, 2019 [Video] Forming Habits: Don’t get discouraged. Failure isn’t final. Jan 10, 2019 [Video] Understanding Income & Expenses Jan 7, 2019 [Video] Cash Flow: Merging Accounts Together Dec 29, 2018 [Video] Merry Christmas Dec 17, 2018 [Video] Why Your Business Number’s Plan Matters Dec 5, 2018 [Video] A Thanksgiving Greeting Nov 23, 2018 [Video] Understanding Stock Gifts Nov 13, 2018 [Video] Be Proactive: Tax Analysis Nov 6, 2018 [Video] Small Business Retirement Plan Options: 401(k) Oct 30, 2018 [Video] Stepping Back to Move Forward Oct 1, 2018 [Video] One Big Goal or Many Small Goals Sep 10, 2018 [Video] Understanding the 529 State Tax Deduction Sep 6, 2018 [Video] What is a 529 plan? Aug 28, 2018 [Video] Choose One New Habit And See The Effect Aug 17, 2018 [Video] Spending Down the Funds You’ve Saved for College Aug 9, 2018 [Video] How To Grow Finances [A Gardening Analogy] Aug 4, 2018 [Video] Effective Teaching In Honor of Back To School Aug 1, 2018 [Video] How Much To Save For College? Jul 16, 2018 [Video] College Funding Overview Jul 9, 2018 [Video] Financial Independence Day Jul 4, 2018 [Video] What To Do When You Receive An Inheritance Jun 25, 2018 [Video] Summer Ideas For Kids Jun 14, 2018 [Video] Happy Father’s Day Jun 11, 2018 [Video] The Calendar And The Checkbook Never Lie! Jun 5, 2018 [Video] It’s Not About The Checklist May 28, 2018 [Video] Spring Cleaning: Two Types of Financial Documents May 24, 2018 [Video] Memorial Day and Memorable Days May 17, 2018 [Video] Mother’s Day Appreciation May 2, 2018 [Video] Spring Cleaning – How do you get and stay organized? Apr 30, 2018 [Video] Your Healthy Financial Future Apr 23, 2018 [Video] How To Change Your Tax Return Results Apr 16, 2018 [Video] Tax Extensions: What You Need To Know Apr 9, 2018 [Video] Don’t Be “FOOLED” That Retirement Will Solve Everything! Mar 31, 2018 [Video] Investing vs. Speculating… Are You Feeling Lucky? Mar 22, 2018 [Video] Net Worth vs. Self Worth Mar 5, 2018 [Video] To Pay Down Or Save? A Question Of Net Worth. Feb 24, 2018 [Video] Get Organized: Your Accountant Will Thank You! Feb 19, 2018 [Video] Plan For Those You Love Feb 10, 2018 [Video] Getting Started On Investing Feb 3, 2018 [Video] Rent Or Buy Jan 27, 2018 [Video] Spending Money Jan 23, 2018 [Video] College Savings Jan 16, 2018 [Video] Life Insurance Jan 6, 2018 [Video] DIY vs. Hiring Professionals Jan 2, 2018 [Video] Tax Gain/Loss Harvesting Dec 28, 2017 [Video] Merry Christmas! Dec 15, 2017 [Video] Donating Appreciated Stock Dec 10, 2017 [Video] Qualified Charitable Distributions Dec 1, 2017 [Video] Other Gift Options Nov 30, 2017 [Video] Being Thankful Nov 20, 2017 [Video] Ways To Make Charitable Donations & Contributions Nov 14, 2017 [Video] What Needs To Happen Before 12/31 Nov 4, 2017 [Video] Complete Your RMD’s Oct 30, 2017 [Video] Maximize Annual Retirement Contributions Oct 21, 2017 [Video] Be Aware Of Lifestyle Creep Oct 16, 2017 [Video] Consolidating Retirement Accounts Oct 11, 2017 [Video] What Can I Do With My RMD? Oct 3, 2017 [Video] You’re 70 1/2… Now What? Sep 26, 2017 [Video] Free Money May Exist With This Employee Benefit Sep 19, 2017 [Video] Are You Fully Vested? Sep 12, 2017 [Video] Beneficiaries: Who, When, & Why? Sep 6, 2017 [Video ] What Are The Basics of Social Security? Aug 29, 2017 [Video] What To Do With My Paycheck? Aug 22, 2017 [Video] Recharacterization…The Roth Conversion “Undo” Button Aug 14, 2017 [Video] Roth Conversions: What Are They & How Do They Work? Aug 8, 2017 [Video] How To Decide Between A Traditional IRA/401(k) & Roth IRA/401(k)? Aug 1, 2017 [Video] How Tax-Free Accounts Work Jul 25, 2017 [Video] How Tax-Deferred Accounts Work Jul 18, 2017 [Video] How Taxable Accounts Work Jul 12, 2017 [Video] Is Your Power of Attorney Accessible? Jul 5, 2017 Life Insurance Video Series Jun 28, 2017 [Video] When Do I Need To Have Life Insurance?Insurance Part 4 Jun 28, 2017 [Video] What are the Sources of Life Insurance?Insurance Part 3 Jun 23, 2017 [Video] How Much Life Insurance Do I Need?Insurance Part 2 Jun 20, 2017 [Video] What is the Purpose of Insurance?Insurance Part 1 Jun 13, 2017 [Video] One Size Fits All Jun 6, 2017 [Video] What Is A Diversified Portfolio? Jun 2, 2017 [Video] How Long Should I Keep My Tax Returns & Documents? May 30, 2017 [Video] Having Teaching Moments With Your Kids About Money May 23, 2017
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