Social Security Benefits

[Video] When do I take Social Security Benefits?

January 19, 2021

[Video] When do I take Social Security benefits?| 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

[Video] Pension Option Analysis

January 12, 2021

[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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Target Date Funds

[Video] Target Date Funds: Pros & Cons

December 15, 2020

[Video]Target Date Funds: Pros & Cons| Target date funds are a popular way to invest money these days. There are pros and cons you should know. We discuss these here!

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[Video] How a Financial Advisor Helps You Make Progress

November 11, 2020

[Video]How a Financial Advisor Helps You Make Progress|   Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.

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[Video] Update Your Monthly Contribution(s)

November 2, 2020

[Video]Update Your Monthly Contribution(s)| Did you know the maximum amount that can be contributed to retirement accounts can change from year to year?  It’s true.  And taking advantage of these contribution limit increases can make a big impact over your working career.

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[Video] Asset Location

October 19, 2020

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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