Your Financial Plan

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?

Read More
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.

Read More

[Video] Financial Plan Commitment: Stick with your plan

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.

Read More
Schedule Your tax return

[Video] Schedule your tax return

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.

Read More
Consolidating Retirement Accounts

[Video] Consolidating Retirement Accounts

December 21, 2020

[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?

Read More
12 Tax Things to do before 12/31

[Video] 12 Tax Things to do Before 12/31

December 17, 2020

[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.

Read More