Financial Topic Videos

Personal Trainer

Like a personal trainer, our team is going to understand that different factors and goals that makes you who you are, and we will strive to formulate a financial strategy specifically for you.

Your Dream Retirement

If you want to unlock your dream retirement, it starts by the decisions you make today.

Reviewing Your Plan

A good friend of mine jokes with me that I have the next five years of my life planned out to the mint. It makes me sleep better knowing I have a map for tomorrow. But what happens when things don't go according to plan?

Let's Talk About Saturdays

A number of our clients talk to us about how much money they're going to need when they retire. They often suggest they will need less than when they're working. The reason I'm talking about Saturdays is because it's the most expensive day of my week, and when you retire, every day is Saturday.

Financial Strategy Action Plan

The financial strategy action plan (FSAP) is a detailed inventory of your current and complete financial situation. The full scope of the action plan often includes a review of life insurance, estate planning documents, real estate, business plans, and other important family matters.

Women and Finance

No two investors are the same, no two women have perfectly aligned outlooks on financial matters, and no two men manage their wealth in identical ways. But there are interesting findings from recent research that are worth discussing with regard to women and investing.

Kids and Finance

Let's be honest, a lot of us were ill prepared for the financial responsibilities we had when we were young adults, and these mistakes can be costly. In our latest video installement, we discuss why it's so important to start educating kids about money early.

Retirement Savings

Anytime you change employers, leave a job, retire, you have a big decision to make regarding the retirement balance in your former employer's qualified retirement plan.

Rebalancing Your Asset Allocation

The centerpiece of your investment plan is your asset allocation, the mix of stocks, bonds, and cash in your portfolio. The allocation you choose depends on your unique situation, taking into account your age, time horizon, goals, risk tolerance, and much more.