Financial Education Videos

Financial Education

House Passes the Secure Act 2.0

By |April 1, 2022|

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

By |March 25, 2022|

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

By |March 18, 2022|

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 [...]

What is Umbrella Insurance?

By |March 4, 2022|

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

By |March 1, 2022|

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 [...]

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