Financial Education Videos
Financial Education
House Passes the Secure Act 2.0
Recently, the U.S. House of Representatives passed the Secure Act 2.0. Are you curious how the new changes to the Secure Act will affect you? Matthews Barnett, CFP®, ChFC®, CLU®, [...]
Lump Sum vs Monthly Pension Payments
When nearing retirement, there are a couple pension payment plans to consider. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses the differences between lump sum and monthly pension payments. While [...]
Changes to the 72t Interest Rates
Are the new changes to the 72t interest rates beneficial to retirees? The short answer is yes. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses what a 72t is, the [...]
Greenlight Debit Card for Kids 2022 Update
The Greenlight debit card is a monitored debit card which allows parents to control spending, send a monthly allowance, and even assign chores. With Greenlight’s new updates, your children can [...]
What is Umbrella Insurance?
Not sure what umbrella insurance is or if you need it? Matthews Barnett, CFP®, ChFC®, CLU®, Financial Advisor, discusses the term umbrella insurance, which is an overarching insurance policy that [...]
3 Key Issues Causing Market Volatility
The S&P 500 has entered correction territory, losing 10% from its highs. There are three key issues causing the market volatility right now: Russia, inflation and interest rates. Russia Invades [...]
How Does War Impact the Stock Market?
Should we be worried? In terms of the stock market, the short answer is no. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist, discusses how war impacts the stock market. [...]
Avoid the Annuity Salesperson
Avoid the annuity salesperson! Annuity salespeople try to persuade you by using the term “free”. However, when that term is used, there is most likely a catch. There is a [...]
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