Finances & Your Family
Get Specific Financial Advice – It Matters Eventually [Video]
The result of the tax cut and Jobs Act, that was put in place at the end of 2017. Did you get specific financial advice in this area?
Financial Habits Weave Into So Many Areas Of Our Life [Video]
Finances weave into so many areas of our life, so we need to start early with good financial habits! Think about it. Do you ever go back and think about all of the decisions, or the choices that you’ve made in a day? Let’s just try it. Just so you can truly understand all those choices. And the type, or…
Encourage Your Student To Lower The Household Payroll [Video]
Encourage Your Student To Lower The Household Payroll [Video] | I want to share with you, a few ways that you can be encouraging students to continue to find resources and opportunities.
[Video] Implementing A [Jerry] Seinfeld Strategy
STEPHEN SMALENBERGER, EA ® Jerry Seinfeld– he’s one of the most successful comedians of all time. Whether you judge him based on his popularity, his critical acclaim, his longstanding sitcom, or just his funny jokes –he always produced. And he produced consistently. It’s documented that a young comedian met him backstage, and simply asked a…
[Video] How Do You Communicate?
MICHELLE SMALENBERGER, CFP ® How do you communicate with other people? And better yet, how do you communicate with your financial adviser? Are you in a meeting and you ask a question and then they answer back. This might seem simple, but this process of information going back and forth is communication. Do you share…
[Video] Career Fairs Can Help Your Wallet, Too
MICHELLE SMALENBERGER, CFP ® Could a career fair for your child, actually help your finances? Recently, we were invited to be a part of a career fair and offer some advice to students where they could ask questions of Steve and myself. Being at the event, I remember the feeling of being back in high…





