Your Financial Plan
[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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[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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[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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[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.
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[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
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[Video] Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.
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