2025 Changes From Our President, Hot Topics

2025 Changes

2025 Changes

Secure Act 2.0: What Your 401(k) Needs to Know Financial Planning, From Our President

Secure Act 2.0: What Your 401(k) Needs to Know

https://youtu.be/JQI_z_jRQXk Table of ContentsSecure Act 2.0: What Your 401(k) Needs to KnowCha Cha Cha Changes Secure Act 2.0: What Your...

Election Plea Article, From Our President, Hot Topics

Election Plea

Election Plea

The Tortoise and the Hare (An Investment Parable) From Our President, How to Invest

The Tortoise and the Hare (An Investment Parable)

https://youtu.be/VvHFdS2h2eQ Table of ContentsThe Tortoise and the Hare (An Investment Parable)The Tortoise The HareParable The Tortoise and the Hare...

How To Make A Financial Plan When You Can't Afford A Financial Planner Financial Planning, From Our President

How To Make A Financial Plan When You Can’t Afford A Financial Planner

https://youtu.be/o_4yw-_X5F8 Table of ContentsHow To Make A Financial Plan When You Can't Afford A Financial PlannerSet the scene:The...

The Case for Disability Insurance From Our President, Insurance

The Case for Disability Insurance

https://youtu.be/bFYc6216dCQ Table of ContentsThe Case for Disability InsuranceProbabilityConsiderationsRemedyGive a look The Case for Disability Insurance Most of us...

Never Be the Dumb Money From Our President, Helpful Advice

Never Be the Dumb Money

Table of ContentsNever Be the Dumb MoneyDumb MoneyThe Truth Never Be the Dumb Money On my iPhone I keep...

Prioritizing Your Financial Life Financial Planning, From Our President

Prioritizing Your Financial Life

Table of ContentsPrioritizing Your Financial LifeProtection-Destructive Debt-Emergency Savings-Retirement Savings-Other Savings Goals-Constructive Debt-Charity- Prioritizing...

Negative Visualization From Our President, Happiness

Negative Visualization

https://youtu.be/TRW8f-QGzDs Negative Visualization I’ve read a handful of books lately on stoics, and different concepts of living in the now and your...

5 Financial Advisor Interview Questions Article, Financial Planning, From Our President

5 Financial Advisor Interview Questions

https://youtu.be/NYf1nUI_g64 Table of Contents5 Financial Advisor Interview QuestionsQuestions:Are you a fiduciary?  What designations do your firm and...

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