Financial Education Videos
Financial Education
New Years Resolutions to Be Financially Successful in 2022
It's time to think about New Years resolutions again. Many people often have financial New Years resolutions, such as getting out of debt or saving more. Casey walks you through [...]
Protecting Your Portfolio During a Market Downturn
We've started to get questions about how to best protect your portfolio during a market downturn. Casey Smith, President, talks about strategies to help protect your portfolio during stock market [...]
2022 IRS Changes to Retirement Plan Limits
The IRS has announced changes to retirement plan contributions for 2022. These changes include income limits to contribute and maximum contribution amounts. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist [...]
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 [...]
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