Your Financial Plan

Calendar and Checkbook

The Calendar And The Checkbook Never Lie! [Video]

June 6, 2021

Two things that never lie are your calendar and your checkbook. These are two things you can analyze to see if you’re spending them well.

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Required Minimum Distributions

Required Minimum Distribution: You’re 72… Now What? [Video]

May 17, 2021

Required Minimum Distribution (RMD).  Let’s walk through some of the mechanics of this so you feel knowledgable and educated about RMD’s.

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Social Security Benefits

When do I take Social Security Benefits? [Video]

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

Pension Option Analysis [Video]

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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Financial Plan Commitment: Stick with your plan [Video]

January 5, 2021

[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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Schedule Your tax return

Schedule your tax return [Video]

December 21, 2020

[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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