Finances & Your Family
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.
Thanksgiving Day Fun [Video]
It’s Thanksgiving time again and we wanted to record a fun way that you can get to know someone, to get to know something about us, or something you can do at your Thanksgiving with friends or family.
Charitable Donations & Contributions [Video]
This time of year people think about charities and year-end donations. Be sure to download your copy of the year-end tax planning checklist.
