Finances & Your Family

States with no income tax

No Income Tax in These States [Video]

States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?

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How to grow finances

How To Grow Finances -A Gardening Analogy [Video]

This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.

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Financially Lucky

Financially Lucky [Video]

I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning.

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Social Security Benefits

When do I take Social Security Benefits? [Video]

For clients who are working near the end of their careers the natural question that comes to mind is when do I take Social Security benefits?

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pension analysis

Pension Option Analysis [Video]

[Video] Pension Option Analysis| Pension Option analysis decisions can be difficult to evaluate alone. Making the right decision can save thousands of dollars over time.

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Financial Plan Commitment: Stick with your plan [Video]

[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.

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