Finances & Your Family

[Video] Financially Lucky

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

[Video] When do I take Social Security Benefits?

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

[Video] Pension Option Analysis

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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[Video] Financial Plan Commitment: Stick with your plan

January 5, 2021

[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.

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charitable giving

[Video] Charitable Giving Reminders For 2020

December 7, 2020

Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.

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Self-dIrected 401(k) investing

[Video] What is a Self-Directed 401(k)?

December 1, 2020

[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).

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