https://youtu.be/y9-7rr-ySew Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 -
Episode 6 – Fiduciary vs Suitability
https://youtu.be/xOVUthZapyU Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here CLICK HERE This episode is a continuation of the first 3 episodes in a series where we tackle some of the most confusing aspects of working with a
Episode 5 – The Chicken Before the Egg
https://www.youtube.com/watch?v=9r4fGjjU57U Join me daily for the latest in financial planning, physical wellness, current events and more. CLICK HERE TO SUBSCRIBE Sunday's are for health and wellness. Every Sunday we will bring you a new topic with health and wellness in mind. Today I
2019 Year End Planning Checklist
I've found that the two main reasons why people don't make progress with achieving their financial goals are Time and Knowledge. We get bogged down by things at work and want to spend any free time with our families or doing things we enjoy. It can also be overwhelming to know where to start when
Wealth Center on your Mobile Device
Answers in the Palm of Your Hand With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. Wealth Center can be accessed on iPhone, Android, and other popular smart phones. Here’s How to Get
Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps
3 Financial Actions Everyone Should Take In The New Year
Not only did we get the Polar Vortex at the start of the year, but as we see every year, New Years urges us all to make resolutions. Almost anyone that makes a resolution falls into at least one, if not more, of these three categories: lose weight, improve finances, or stop smoking. It’s great
Last Minute Year End Financial Planning
With the debt ceiling resolved (for now) it’s time to start tending to personal budgets and deadlines. Here are some things that will be hitting in the next couple of months: New tax rules for 2014 3.8% tax on net investment income for high income earners over $200,000 (single) or