Your Financial Plan
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Consolidating Retirement Accounts [Video]
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
Don’t Get Surprised By Inflation! [Video]
Inflation is something we watch closely and have written about many other times. The cost of something in the future will likely go up.
12 Tax Things to do Before 12/31 [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.
The Benefits Of Changing Jobs [Video]
Let’s talk about your career and what the benefits of changing jobs might be for you. Some interesting data out of the Federal Reserve Bank of Atlanta shows that it is actually worth it financially to change jobs on a regular basis.





