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Financial Videos

As a financial advisor, our videos are about sharing knowledge and tips to help you retire with confidence and peace of mind to a life YOU love.

Education is vital for financial planning success, and we like to share our knowledge through videos.

Whether you feel confident you are on track financially or just starting to think about your financial future, our videos are designed to be relevant and informative for everyone.

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Successful Investment Principles

Successful Investment Principles include focusing on what you can control, putting time on your side, not trying to time the markets, tuning out the noise and avoiding emotional rollercoasters, and understanding all forms of risk.

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The New RMD Rule - Maximizing Your Retirement Thumbnail

The New RMD Rule - Maximizing Your Retirement

The age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has been raised to 73 years old and will increase to 75 in 2033. An RMD is the minimum amount you must withdraw from your retirement accounts, such as 401(k)s and traditional IRAs, after reaching age 73.

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4 Reasons Your Retirement Plan Might Fall Short

The first mistake is chasing high returns. Another mistake is retiring too early. The third, and one of the worst retirement mistakes, is not saving consistently. Lastly, another common mistake is forgetting about taxes and their effect on your savings

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How to Get the Most out of Your Client Portal

Our robust Client Portal is an incredible resource to help you see your entire financial picture in one place, store important documents, run reports, track spending, and more. We created a short video to show you how to access it, how it works, and how to take advantage of it.

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