Finances & Your Family
Inflation and Back To School Shopping [Video]
This school year, you might find that inflation and back to school shopping are a package deal. Shop smart this fall with our checklist!
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Your Beneficiaries Matter: Check Who They Are [Video]
It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts.
Financial Love Skill [Video]
With Valentine’s Day, I want to share the acronym L.O.V.E. This financial love skill, can help make you successful in your financial plan.
Prepare for your tax returns using FORMS [Video]
It’s tax season and everyone’s thinking of everything they need to get ready for their accountant. I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.
