Broker Check

Videos & Presentations

General Contractor - October 2022

General Contractor - October 2022

Your financial plan is a living, breathing process. Shouldn’t your plan have a general contractor to manage the moving parts and bring all the pieces together?

Lifestyle Creep - October 2022

Lifestyle Creep - October 2022

Are you, or someone you know, hitting their stride in their career? Then, it may be time to consider the effects of “lifestyle creep.” So, how do we avoid this downfall in our financial plan?

Ready to Retire - October 2022

Ready to Retire - October 2022

Retirement is a time in our life most look forward to throughout their working years. But how do you know if you’re actually ready to retire?

Retirement Income Sources - October 2022

Retirement Income Sources - October 2022

Knowing and understanding your sources of income during retirement will contribute to creating a solid, steady plan throughout your retirement years. So, what are these sources of retirement income?

Social Security Decision – October 2022

Social Security Decision – October 2022

Social Security income can be critical to a successful retirement. So, what are some Social Security rules and strategies you should know about when entering retirement?

HSAs – October 2022

HSAs – October 2022

Health Savings Accounts, or HSAs, can be extremely powerful for your financial plan. But how do you know if an HSA is right for you?

Life Insurance– October 2022

Life Insurance– October 2022

Although life insurance is typically a “someday” purchase, the best and cheapest time to buy life insurance is right now. So how do you know what kind of life insurance you need?

Beneficiaries – October 2022

Beneficiaries – October 2022

The legacy you leave behind for your heirs is critically essential. So, do you know how your accounts and assets will be distributed at your death?

Roth 401k – October 2022

Roth 401k – October 2022

Have you ever wondered if a Roth 401k could be right for you? How about the differences between a Roth 401k and a Roth IRA?

2022 Half-Time Report - August 2022

2022 Half-Time Report - August 2022

It seems hard to believe that we are at the halfway point of 2022! Watch this video to learn what our advisors have to say about the first half of 2022 and thoughts to consider for the remainder of the year.

2022 Forecast - January 2022

2022 Forecast - January 2022

Our team of advisors outlines some lessons to be learned from the Winter Olympics and what may come in the year ahead.

Quarterly Market Perspective – October 2021

Quarterly Market Perspective – October 2021

Terry Wiles shares his thoughts on the markets as we enter the bewitching month of October!

2021 Half-Time Report – July 2021

2021 Half-Time Report – July 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2021.

2021 Forecast Past and Present – January 2021

2021 Forecast Past and Present – January 2021

Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2021.

Healthcare: The Retirement Wildcard Part III – Long Term Care

Healthcare: The Retirement Wildcard Part III – Long Term Care

Alex Greene discusses Long Term Care considerations in retirement.

Healthcare: The Retirement Wildcard Part II - Medicare

Healthcare: The Retirement Wildcard Part II - Medicare

Alex Greene discusses Medicare considerations as you plan for retirement.

Healthcare: The Retirement Wildcard Part I

Healthcare: The Retirement Wildcard Part I

Alex Greene reminds us of the importance of planning for healthcare in retirement.

2020 Half-time Report – July 2020

2020 Half-time Report – July 2020

Our team of advisors discuss where we’ve been, where we are now, and where we may be going for the rest of 2020.

Being Happy by Making Memories – Spring 2020

Being Happy by Making Memories – Spring 2020

Terry Wiles shares his thoughts on the value of making memories.

COVID Bear Market – Spring 2020

COVID Bear Market – Spring 2020

Terry Wiles shares his opinions on the COVID Bear Market and where we may go from here.

Healthy Living – Spring 2020

Healthy Living – Spring 2020

Terry Wiles shares healthy living tips as we learn to live with COVID.

Corona Update – March 20, 2020

Corona Update – March 20, 2020

Terry Wiles shares his thoughts as markets tumble amid the COVID crisis.

2020 Forecast Past and Present – January 2020

2020 Forecast Past and Present – January 2020

Our team of advisors discuss where we’ve been, where we are now, and where we may be going as we begin 2020.