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financial advisor technology draft

Technology Can Be A Help And A Hindrance[Video]

New gadgets and tools are always coming to market. Technology can help you track or do things faster and better than before.  But, sometimes that new tool, may not necessarily give you all of the help, or the relief, that you were looking for. Let’s explain this a little deeper. As an example, as you…

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Are You Creating Opportunities? [Video]

Do you think it’s possible to be creating opportunities for yourself? You could actually create different opportunities for you and your family by doing something new or doing it differently.  I’m going to show you two different people. We’re going to call them person A and person B. I’m going to share one change between…

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financial planner draft do you tend to jump ahead in your plan

What Happens If You Jump Ahead Of The Plan? [Video]

As you plan financially, do you think that it matters if you jump ahead and maybe do one step before the other?  Well sometimes it doesn’t matter. And sometimes it does matter. I’m going to talk through a three bucket system, where you can actually say, “Here’s where I’m at in this step and where…

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FINANCIAL PLANNER DEER PARK GET SPECIFIC

Get Specific Financial Advice – It Matters Eventually [Video]

The result of the tax cut and Jobs Act, that was put in place at the end of 2017. Did you get specific financial advice in this area?

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Financial Habits Weave Into So Many Areas Of Our Life [Video]

Finances weave into so many areas of our life, so we need to start early with good financial habits! Think about it. Do you ever go back and think about all of the decisions, or the choices that you’ve made in a day? Let’s just try it. Just so you can truly understand all those choices. And the type, or…

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Roth IRA Contributions [Video]

STEPHEN SMALENBERGER, EA ® So no matter what you read, what you listen to, you probably have heard max out your 401K. Put away money into retirement accounts. Max out maybe even your Roth IRA contributions. That’s all good advice, if you take it completely blind. But how many times have we taken advice blind, only to find after the fact that…

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