Your Financial Plan
Schedule your tax return [Video]
[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.
Target Date Funds: Pros & Cons [Video]
[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!
Charitable Giving Reminders For 2020 [Video]
Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.
What is a Self-Directed 401(k)? [Video]
[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).
How a Financial Advisor Helps You Make Progress[Video]
[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.
Who’s Ready for the Election?
Investors have their views about what the election of one or the other will mean for the stock market. Oftentimes, the worst fears of these investors never came to pass. History can be a good guide to keep investors grounded heading into an uncertain period.
