Refinance

The Mega Backdoor Roth IRA Strategy [Video]

What else can you save for retirement? If you’ve already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy!

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Should You Refinance Your Mortgage? [Video]

Wondering if you should refinance your mortgage? This video will walk you through what you need to know from loan-to-value to interest rates.

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Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video]

[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can

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Financial Goals: Are We There Yet?[Video]

[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?

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Investing Based On When You Need Your Money [Video]

One way to invest is by determining what the time horizon of your financial savings goal is.

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Should You Refinance Your Home? [Video]

Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!

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