Retirement Income Strategies
Let’s face it; the changing social security, healthcare and investment landscapes make retirement planning more challenging than ever. Here is a walk-through of some of
February 14, 2017
Bench Talk: Habit of Generosity with Kids
https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the
January 27, 2017
5 Money Truths for Women
We all know that life is more complicated than it was in our grandparents’ day. That’s true across the spectrum of life’s issues, but it
October 13, 2016
Bench Talk: Why Do We Invest?
https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and
October 11, 2016
Bench Talk: How I Paid Off $50k in Student Debt
https://player.vimeo.com/video/180201996 Did you know that there are over 45 million people in the United States that carry student loan debt? And….as of right now, you
August 25, 2016
Bench Talk: Don’t Ignore Your Finances
https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost
August 8, 2016
Bench Talk: 10 Questions to Assess Your Estate Plan
https://player.vimeo.com/video/174427830 It’s important to assess the health of your estate plan. More often than not, people do not adequately prepare for estate planning and retirement.
July 12, 2016
Should You Change Your Life Insurance
Life insurance is an important financial tool. Like most tools, it can be used effectively or ineffectively. You use a hammer to drive or remove
May 22, 2016
Bench Talk: Brewing The Perfect Financial Plan
https://player.vimeo.com/video/162611005For today’s Bench Talk I’m going to be talking about beer and financial plans. I know what you’re thinking, those two things don’t go together.
May 17, 2016
Bench Talk: Great Coaches Cast Vision
https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.
May 3, 2016
