Videos

  • The Facts About Income Tax
  • RE: Retirement
  • When do you need a will?
  • It was the best of times, It was the worst of times
  • Your DNA Test
  • The Cost of Procrastination
  • To Buy or Not to Buy
  • Encore Careers: Push Your Boundaries
  • Understanding the SECURE Act
  • Stay Safe with a B.O.P. At Your Back
  • The Long Run: Women and Retirement
  • When Markets React
  • Once Upon a Goal
  • A New Way to Look at Your Bucket List
  • Surprise! You’ve Got Money!
  • RE: Retirement
  • 18 Years’ Worth of Days
  • Bridging the Confidence Gap
  • Saving for College 101
  • The Latte Lie and Other Myths
  • It Was the Best of Times, It Was the Worst of Times
  • The Cost of Procrastination
  • When Special Care Is Needed: The Special Needs Trust
  • Consider These 3 Things Before Driving Off the Lot
  • Can Election Results Predict the Market?
  • It May Be Time for a Financial Checkup
  • Forecast
  • Retirement Redefined
  • Acres of Diamonds
  • Investments
  • Surprises
  • Extended Care: A Patchwork of Possibilities
  • Coaches
  • A Fruitful Retirement: Social Security Benefit