Video
Financial Goals: Are We There Yet?[Video]
[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?
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.
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!
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
What To Do With Your Estate Planning Documents[Video]
Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?