Finances & Your Family

Open Enrollment – Deciding between Medical Insurance Plans [Video]

September 19, 2021

[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.

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Investing in a 529

Investing in a 529 College Savings Plan [Video]

August 5, 2021

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!

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Financial Independence Day [Video]

June 28, 2021

What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.

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States with no income tax

No Income Tax in These States [Video]

June 22, 2021

States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?

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How to grow finances

How To Grow Finances -A Gardening Analogy [Video]

June 15, 2021

This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.

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Financially Lucky

Financially Lucky [Video]

March 4, 2021

I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning.

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