Financial Topic Videos

Social Security

If you're 62 or older, you are eligible for Social Security. But if you're still working, should you start your benefits now? Well, that depends on your situation…

Working the Majority of Your Life

If you work 60–70 percent of your life, you should be able to enjoy retirement and live stress-free. After all, you earned it. But have you played for it properly?

Intro to Carl

I'd like to introduce you to Carl Richards, a CERTIFIED FINANCIAL PLANNER™ professional and New York Times columnist we've been collaborating with recently.

It's All About Perspective

"Perspective is everything in life." It often times is when events happen, and perspective will lead to happiness or sadness for most people.

Using Cash

Have you ever thought of just spending cash on your daily items for a month? Maybe it's time to consider doing so, but not for the reasons you think…

Riding a Bike

One of my favorite client conversations is right before they retire. There tends to be a lot of excitement, but there's also the unknown. That same feeling reminds me of when I learned to ride a bike.

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.