Finances & Your Family
Financial Planner: Blank Slate [Video]
When we get started working with a new client there are always three things as a financial planner 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 is we won’t push…
Update Your Net Worth :Financial Review [Video]
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. We are looking at three ways to update your net…
Identity Theft: What You Need To Know [Video]
So we are here today to talk about identity theft. It is near and dear to our hearts because we have both recently gone through something similar to this. So at the end of 2019 as I was wrapping up our budget getting ready for 2020, I noticed that right around Christmas I had right…
86% Of Estate Planning Documents Don’t Get Finished [Video]
Recently I heard a statistic about how estate planning documents don’t get finished. They showed the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could be a will, trust, or power of attorney, you…
Weight Of Mine VS Yours: Loans & Credit Card Debt [Video]
Do you ever feel like it is “you” versus “me” when you have money conversation with anyone?
Credit Card Usage Is Up
Credit cards have been a way of life in America for the last 40 years. You can’t watch a sporting event these days without hearing a “What’s in your wallet?” commercial from Capital One! During the Great Recession of 2008-2009 many Americans fell out of love with credit cards. Not only are they expensive, but…
