Finances & Your Family
Coordinate Your Accounts Together [Video]
[Video] Investing: Coordinate Your Accounts Together | Set up one day each month where you review all your investments and accounts to make sure items don’t get overlooked.
Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video]
[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can
Financial Goals: Are We There Yet?[Video]
[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?
Investing Based On When You Need Your Money [Video]
One way to invest is by determining what the time horizon of your financial savings goal is.
Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
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 you give us. We need to get some information from you so…
[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…