Category: Educational Videos

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    Divorce & Finance

    Videos

    Divorce & Finance

    Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.

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    Estate Planning

    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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    Financial Fitness

    Videos

    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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    Passive vs. Active Management

    Videos

    Passive vs. Active Management

    As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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    Keeping Your Retirement Income Stream Growing and Flowing

    Videos

    Keeping Your Retirement Income Stream Growing and Flowing

    With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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    Who Wants To Be A 401(k) Extraordinaire?

    Videos

    Who Wants To Be A 401(k) Extraordinaire?

    Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

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    Is Your Advisor A Fiduciary?

    Videos

    Is Your Advisor A Fiduciary?

    A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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    The Executor’s Checklist

    Videos

    The Executor’s Checklist

    Have You Been Named Executor of an Estate or Will? Protecting and transferring assets of the deceased is an important responsibility and there are many things you will need to do. To help you keep track, watch this video for steps you can follow. Contact us for questions regarding your esta …

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    Maximizing Social Security

    Videos

    Maximizing Social Security

    Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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    Cybersecurity

    Videos

    Cybersecurity

    With security breaches appearing in the news weekly, how can you protect yourself from becoming one of 11.5 million people who fall victim to identity theft each year? Watch the video below for simple steps you can take to protect your identity. Contact us for additional information on cybe …

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