Financial Education Videos
Financial Education
New 2022 Tax Proposal Update – Build Back Better Act
Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist discusses the recent proposal for the Build Back Better Act, which has been passed in the House, but is still waiting to [...]
Dave Ramsey’s Investment Strategy
Casey Smith, President, gives his thoughts on a recent social media post from Dave Ramsey. In this post, Dave gave his guidelines for how to invest your money. We understand [...]
Changes to Medicare Part B Premiums
It was recently announced that changes to Medicare part B will cause premiums to significantly increase, almost double what was anticipated. Watch this video to learn more about these changes. [...]
Who benefits from ESG portfolios?
ESG investing has taken the investment world by storm in 2021. What difference are you really making by buying ESG funds? Casey Smith President
Long Term Care Insurance Explained
A lot of people have the misconception that Medicare will cover their long term care expenses in retirement, but unfortunately that is not the case. A long term care expense [...]
Investing in the Trump SPAC: DWAC
We have been getting a lot of questions about Trump and his new media company that is going public through a SPAC. Casey Smith explains what a SPAC (Special Purpose [...]
What is a CERTIFIED FINANCIAL PLANNER™?
Matthews Barnett, CFP®, ChFC®, CLU® explains what the CERTIFIED FINANCIAL PLANNER™ certification is and what obtaining this certification entails. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist
What is financial planning?
A question we sometimes get asked is "what is financial planning?" Casey explains what it is and why it is important to have a financial plan. Some people have concerns [...]
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