Finances & Your Family

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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Social Security Benefits

When do I take Social Security Benefits? [Video]

January 19, 2021

[Video] When do I take Social Security benefits?| For clients who are working near the end of their careers the natural question that comes to mind is when do I take Social Security benefits?

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pension analysis

Pension Option Analysis [Video]

January 12, 2021

[Video] Pension Option Analysis| Pension Option analysis decisions can be difficult to evaluate alone. Making the right decision can save thousands of dollars over time.

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