Videos

Please click on the video link to the left to learn what our advisors have to say about the first half of 2023 and thoughts to consider for the remainder of the year.

Trey takes a chapter out of Terry's future book and discusses proactive versus reactive retirement planning and managing risk.

Watch below for three retirement mistakes a proactive plan can help you avoid.

We love this piece from Alex on the habits of millionaires. If you’ve never read “The Millionaire Next Door”, you should. Remember that a million dollars in 2000 isn’t remotely close to the same as a million dollars in 2023…

Financial planning is key to the long-term financial health of your family. This plan becomes even more critical when dealing with the difficulties of a divorce.

Although there is no way to address the financial concerns of every separation, please watch below for a few guidelines that can be helpful no matter your situation. 

It is to be on the same page with your spouse when it comes to retirement. Retirement is a major transition financially and emotionally. You need to be aligned. Please watch this video to learn more.

It can be tough to take the first step towards accomplishing any task, especially when it comes to organizing our finances.

We can help you overcome the overwhelm by providing steps and guidance on where to start, and how to get your financial house in order. Please watch the brief video below to learn more.

Thinking about long-term care isn’t something we look forward to. It’s easy to put off to “one day” in the future. Particularly if you’re younger and healthy, long-term care may feel irrelevant. There’s time to think about that later…right?

Whether it is for yourself or a loved one, click below to hear about a few things to consider when thinking about long-term care.

How involved should you be, and how early? Every situation is different. The best strategy is to be proactive, establish open conversations with your parents, and keep it simple.

Watch below to learn some essential items to discuss with your parents sooner rather than later.

After a long successful career, many ask, “Where did the time go?”

Often a career can feel like a sprint rather than a marathon. During that sprint, your time and energy may not be directed towards preparing for a phase of life that seems so far in the future.

Please click below to hear about 5 practical tips as you close one chapter and open another.

Terry Wiles outlines how we can help you establish the income flows you need in retirement while considering tax implications.

Our advisors share thoughts on what transpired in 2022 and what we are looking forward to in the year ahead!

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?

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?

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.