First Financial Insights
Bench Talk: Wealth Transition Troubles
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
Bench Talk: Why You Need A Living Trust
https://player.vimeo.com/video/153959729 One of the key components of a financial plan is estate planning, and a living trust plays a big role in your estate plan.
Bench Talk: Yogi Berra & Retirement Questions
https://player.vimeo.com/video/153064016The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement,
Obama to Propose Expanding Retirement Plans
Expanding Retirement Plans? In response to today’s news about President Obama’s expansion of retirement plans, our partner, Greg Welborn wrote an immediate response on how
Is It Time to Sell Everything?
In response to the Dow’s drop, the Royal Bank of Scotland says, “sell everything” in the face of a “cataclysmic year”. We do not
Bench Talk: Breaking Bad Behaviors
https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to