Finances & Your Family
[Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized!
[Video] Financial Planning – Know Sooner, Rather Than Later, By Getting Organized! I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that…
Read More[Video] Should I Refinance My Home During COVID-19?
[Video] Should I Refinance My Home During COVID-19? Let’s discuss with Senior Mortgage Loan Officer, Tom Cramer. Video Summary – How COVID-19 Pandemic Has Affected The Business: 1. Working Remote 2. Extremely busy with Refinance Transactions: a. Reaching out to any of my past customers who closed last year and beyond, most likely dropping their…
Read More[Video] Your Beneficiaries Matter: Check Who They Are
MICHELLE SMALENBERGER, CFP® [Video] Your Beneficiaries Matter: Check Who They Are It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds…
Read More[Video] Financial Planner: Blank Slate
MICHELLE SMALENBERGER, CFP® [Video] Financial Planner: Blank Slate When we get started working with a new client there are always three things we share with them. And it’s always interesting the reaction we get from this, as a financial advisor we thing this is a common thing you would expect. Values So the first thing…
Read More[Video] Financial Review: Update Your Net Worth
MICHELLE SMALENBERGER, CFP® [Video] Financial Review: Update Your Net Worth It’s that time of year again when we can look back at the progress you made from last year, and realize you really are making progress month by month. What we are going to talk about is your net worth and how that is increasing.…
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