Video
Be Proactive: Tax Analysis [Video]
One question we hear a lot from those who are self-employed and doing some type of payroll is: “How do I balance my taxes and save for the future?” For this let’s discuss your tax analysis… Let’s go through an example so I can show you some of the mechanics of how a…
Open Enrollment – Deciding between Medical Insurance Plans [Video]
[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.
Investing in a 529 College Savings Plan [Video]
We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!
No Income Tax in These States [Video]
States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?
Financially Lucky [Video]
I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning.
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.
