Video Library All* Coronavirus ResourcesBusiness FinancesCollege FundingEmployee BenefitsEstate PlanningFinances & Your FamilyFinances In The NewsInsuranceInvestingPersonal Stories & UpdatesRetirementStock MarketTaxYour Financial Plan Retirement Saving Strategies for High Income Earners [Video + Free PDF] Nov 7, 2021 Charitable Donations & Contributions [Video] Nov 1, 2021 Be Proactive: Tax Analysis [Video] Oct 11, 2021 Open Enrollment – Deciding between Medical Insurance Plans [Video] Sep 19, 2021 Investing in a 529 College Savings Plan [Video] Aug 5, 2021 No Income Tax in These States [Video] Jun 22, 2021 Summer Ideas For Kids [Video] Jun 2, 2021 Financially Lucky [Video] Mar 4, 2021 How a Financial Advisor Helps You Make Progress[Video] Nov 11, 2020 Update Your Monthly Contributions [Video] Nov 2, 2020 How to Improve Cash Flow -Business Owners[Video] Oct 26, 2020 Asset Location [Video] Oct 19, 2020 Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks [Video] Sep 28, 2020 High-Income Earner’s 401(k) Mistake [Video] Sep 21, 2020 When to Incorporate? Credit Protection [Video] Sep 14, 2020 5 Ways to Improve Business Accounting and Budgeting [Video] Sep 7, 2020 Labor Day and Community Service [Video] Sep 3, 2020 Custodial Accounts: Non Tax Advantaged Savings Account[Video] Aug 24, 2020 Investment Portfolio Rebalancing : Passive vs. Active [Video] Jul 29, 2020 Data Security Overview [Video] Jul 20, 2020 Need More Time? Your Financial Advisor Can Help [Video] Jul 14, 2020 Coordinate Your Accounts Together [Video] Jul 8, 2020 Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video] Jul 1, 2020 Financial Goals: Are We There Yet?[Video] Jun 22, 2020 Investing Based On When You Need Your Money [Video] Jun 13, 2020 Should You Refinance Your Home? [Video] Jun 8, 2020 Financial Market Update: The Recovery Continues [Video] Jun 3, 2020 Financial Market Update: The Recovery Continues [Video] May 31, 2020 What To Do With Your Estate Planning Documents[Video] May 31, 2020 Financial Market Update: There’s Good News Out There! [Video] May 27, 2020 Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video] May 27, 2020 Business Owners: When Does Incorporating Make Sense – Payroll Taxes[Video] May 21, 2020 [Video] Should I Refinance My Home During COVID-19? May 17, 2020 Underpayment Penalties Aren’t Worth Paying [Video] May 11, 2020 Financial Q&A Webinar: Retirement, Stimulus, Refinancing [Video] May 8, 2020 Your Beneficiaries Matter: Check Who They Are [Video] May 7, 2020 Financial Planner: Blank Slate [Video] Apr 28, 2020 Update Your Net Worth :Financial Review [Video] Apr 22, 2020 Identity Theft: What You Need To Know [Video] Apr 13, 2020 Investing: Why Are Bonds Important? [Video] Apr 9, 2020 Consolidate Old Retirement Accounts When It Makes Sense [Video] Apr 3, 2020 Recent SECURE Act Changes In 2020 [Video] Mar 22, 2020 Business Owners, Separate Your Business And Personal Finances [Video] Mar 16, 2020 What We Expect Ahead With The Coronavirus Financial Market Update [Video] Mar 12, 2020 86% Of Estate Planning Documents Don’t Get Finished [Video] Mar 10, 2020 [Video] Stay Alert! Things Change. [Like Better Interest Rates] Feb 27, 2020 Structure Determines Performance [Video] Feb 11, 2020 Feel Versus Real [Video] Feb 4, 2020 Speed Reading Versus Speed Understanding [Video] Jan 27, 2020 When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video] Jan 20, 2020 Hits & Misses, Goals In Your Life [Video] Jan 11, 2020 A Reminder To Take Action [Video] Jan 6, 2020 Top Financial Advice Videos From 2019! Dec 30, 2019 Our New Year Plans [Video] Dec 30, 2019 Merry Christmas! Our Christmas Traditions[Video] Dec 24, 2019 Tax Reform Sunset [Video] Dec 16, 2019 Charitable Contribution Grouping [Video] Dec 11, 2019 Income Affects Medicare [Video] Dec 11, 2019 Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video] Dec 6, 2019 Happy Thanksgiving From All Of Us! [Video] Nov 25, 2019 Study Your Pay Stub[Video] Nov 15, 2019 Health Insurance Comparison [Video] Nov 11, 2019 Having Teaching Moments About Money With Your Kids [Video] Nov 4, 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 Are You Creating Opportunities? [Video] 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 Don’t Get Surprised By Inflation! [Video] Jul 31, 2019 Get Specific Financial Advice – It Matters Eventually [Video] Jul 23, 2019 [Video] Financial Habits Weave Into So Many Areas Of Our Life Jul 16, 2019 Roth IRA Contributions [Video] Jul 6, 2019 Skills That Are Always In Demand [Video] Jul 2, 2019 [Video] The Peter Principle Explains Our Incompetence Jun 21, 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 What Is An Employer Stock Purchase Plan [Video] Apr 1, 2019 Estate Planning Documents [Video] Mar 26, 2019 Uncommon Cents [Video] Mar 18, 2019 [Video] Daylight Savings Time Check Mar 10, 2019 [Video] Does One Size Fit All? Mar 4, 2019 [Video] Prepare for your tax returns using FORMS Feb 22, 2019 Financial Love Skill[Video] 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. 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Jul 16, 2018 College Funding Overview [Video] Jul 9, 2018 [Video] What To Do When You Receive An Inheritance Jun 25, 2018 [Video] Happy Father’s Day Jun 11, 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] 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 To Pay Down Or Save? A Question Of Net Worth [Video] Feb 24, 2018 [Video] Get Organized: Your Accountant Will Thank You! Feb 19, 2018 [Video] Leaving a Plan For Those You Love Feb 10, 2018 How to Get Started On Investing [Video] 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] Merry Christmas! Dec 15, 2017 [Video] Donating Appreciated Stock Dec 10, 2017 Qualified Charitable Distributions [Video] Dec 1, 2017 [Video] Other Gift Options Nov 30, 2017 [Video] Being Thankful Nov 20, 2017 Ways To Make Charitable Donations & Contributions [Video] 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] 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 Traditional IRA/401(k) & Roth IRA/401(k) Which is best? [Video] 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 Retirement Saving Strategies for High Income Earners [Video + Free PDF] Nov 7, 2021 Charitable Donations & Contributions [Video] Nov 1, 2021 Be Proactive: Tax Analysis [Video] Oct 11, 2021 Open Enrollment – Deciding between Medical Insurance Plans [Video] Sep 19, 2021 Investing in a 529 College Savings Plan [Video] Aug 5, 2021 No Income Tax in These States [Video] Jun 22, 2021 Summer Ideas For Kids [Video] Jun 2, 2021 Financially Lucky [Video] Mar 4, 2021 How a Financial Advisor Helps You Make Progress[Video] Nov 11, 2020 Update Your Monthly Contributions [Video] Nov 2, 2020 How to Improve Cash Flow -Business Owners[Video] Oct 26, 2020 Asset Location [Video] Oct 19, 2020 Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks [Video] Sep 28, 2020 High-Income Earner’s 401(k) Mistake [Video] Sep 21, 2020 When to Incorporate? Credit Protection [Video] Sep 14, 2020 5 Ways to Improve Business Accounting and Budgeting [Video] Sep 7, 2020 Labor Day and Community Service [Video] Sep 3, 2020 Custodial Accounts: Non Tax Advantaged Savings Account[Video] Aug 24, 2020 Investment Portfolio Rebalancing : Passive vs. Active [Video] Jul 29, 2020 Data Security Overview [Video] Jul 20, 2020 Need More Time? Your Financial Advisor Can Help [Video] Jul 14, 2020 Coordinate Your Accounts Together [Video] Jul 8, 2020 Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video] Jul 1, 2020 Financial Goals: Are We There Yet?[Video] Jun 22, 2020 Investing Based On When You Need Your Money [Video] Jun 13, 2020 Should You Refinance Your Home? [Video] Jun 8, 2020 Financial Market Update: The Recovery Continues [Video] Jun 3, 2020 Financial Market Update: The Recovery Continues [Video] May 31, 2020 What To Do With Your Estate Planning Documents[Video] May 31, 2020 Financial Market Update: There’s Good News Out There! [Video] May 27, 2020 Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video] May 27, 2020 Business Owners: When Does Incorporating Make Sense – Payroll Taxes[Video] May 21, 2020 [Video] Should I Refinance My Home During COVID-19? May 17, 2020 Underpayment Penalties Aren’t Worth Paying [Video] May 11, 2020 Financial Q&A Webinar: Retirement, Stimulus, Refinancing [Video] May 8, 2020 Your Beneficiaries Matter: Check Who They Are [Video] May 7, 2020 Financial Planner: Blank Slate [Video] Apr 28, 2020 Update Your Net Worth :Financial Review [Video] Apr 22, 2020 Identity Theft: What You Need To Know [Video] Apr 13, 2020 Investing: Why Are Bonds Important? [Video] Apr 9, 2020 Consolidate Old Retirement Accounts When It Makes Sense [Video] Apr 3, 2020 Recent SECURE Act Changes In 2020 [Video] Mar 22, 2020 Business Owners, Separate Your Business And Personal Finances [Video] Mar 16, 2020 What We Expect Ahead With The Coronavirus Financial Market Update [Video] Mar 12, 2020 86% Of Estate Planning Documents Don’t Get Finished [Video] Mar 10, 2020 [Video] Stay Alert! Things Change. [Like Better Interest Rates] Feb 27, 2020 Structure Determines Performance [Video] Feb 11, 2020 Feel Versus Real [Video] Feb 4, 2020 Speed Reading Versus Speed Understanding [Video] Jan 27, 2020 When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video] Jan 20, 2020 Hits & Misses, Goals In Your Life [Video] Jan 11, 2020 A Reminder To Take Action [Video] Jan 6, 2020 Top Financial Advice Videos From 2019! Dec 30, 2019 Our New Year Plans [Video] Dec 30, 2019 Merry Christmas! Our Christmas Traditions[Video] Dec 24, 2019 Tax Reform Sunset [Video] Dec 16, 2019 Charitable Contribution Grouping [Video] Dec 11, 2019 Income Affects Medicare [Video] Dec 11, 2019 Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video] Dec 6, 2019 Happy Thanksgiving From All Of Us! [Video] Nov 25, 2019 Study Your Pay Stub[Video] Nov 15, 2019 Health Insurance Comparison [Video] Nov 11, 2019 Having Teaching Moments About Money With Your Kids [Video] Nov 4, 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 Are You Creating Opportunities? [Video] 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 Don’t Get Surprised By Inflation! [Video] Jul 31, 2019 Get Specific Financial Advice – It Matters Eventually [Video] Jul 23, 2019 [Video] Financial Habits Weave Into So Many Areas Of Our Life Jul 16, 2019 Roth IRA Contributions [Video] Jul 6, 2019 Skills That Are Always In Demand [Video] Jul 2, 2019 [Video] The Peter Principle Explains Our Incompetence Jun 21, 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 What Is An Employer Stock Purchase Plan [Video] Apr 1, 2019 Estate Planning Documents [Video] Mar 26, 2019 Uncommon Cents [Video] Mar 18, 2019 [Video] Daylight Savings Time Check Mar 10, 2019 [Video] Does One Size Fit All? Mar 4, 2019 [Video] Prepare for your tax returns using FORMS Feb 22, 2019 Financial Love Skill[Video] 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] 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 What is a 529 plan?[Video] 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 Effective Teaching In Honor of Back To School [Video] Aug 1, 2018 [Video] How Much To Save For College? Jul 16, 2018 College Funding Overview [Video] Jul 9, 2018 [Video] What To Do When You Receive An Inheritance Jun 25, 2018 [Video] Happy Father’s Day Jun 11, 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] 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 To Pay Down Or Save? A Question Of Net Worth [Video] Feb 24, 2018 [Video] Get Organized: Your Accountant Will Thank You! Feb 19, 2018 [Video] Leaving a Plan For Those You Love Feb 10, 2018 How to Get Started On Investing [Video] 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] Merry Christmas! Dec 15, 2017 [Video] Donating Appreciated Stock Dec 10, 2017 Qualified Charitable Distributions [Video] Dec 1, 2017 [Video] Other Gift Options Nov 30, 2017 [Video] Being Thankful Nov 20, 2017 Ways To Make Charitable Donations & Contributions [Video] 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] 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 Traditional IRA/401(k) & Roth IRA/401(k) Which is best? [Video] 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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