Videos

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?

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?

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?

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

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?

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?

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?

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?

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.

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

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

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

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

Alex Greene discusses Long Term Care considerations in retirement.

Alex Greene discusses Medicare considerations as you plan for retirement.

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

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

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

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

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

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

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