Webinar Recording: Understanding the Process of Divorce
Divorce can be a painful and difficult time, but understanding what the process will be like can make it go much more smoothly. Individuals can make better decisions the more […]
Webinar Recording: Building Personal Resiliency in Uncertain Times
The past few years have been difficult for many of us. While some bounce back and go on to achieve their goals, some flounder and despair. Resiliency is the ability […]
Webinar Recording: The Market Through the Lens of Today’s Headlines – and What to Do About It
Few people five years ago expected the economy to be in this state, and many portfolios weren’t prepared. Yet watching the news too closely can result in fear, anxiety, and […]
Webinar Recording: What Type of Financial Planner Do I Need?
The word “financial advisor” covers several different types of professionals, with different licenses, who can help you in different ways. Finding the right kind of professional the first time can […]
Webinar Recording: Before and After a Loved One Passes: Financial and Care Decisions for Families
When a family member becomes seriously ill, it brings a time of crisis into the whole family. Who is caring for the person? What will happen if they pass away? […]
Webinar Recording: How to Save for Retirement When You Don’t Feel like You Can
Saving for retirement is important, but there are always far too many more pressing expenses. But every dollar counts, and careful planning can result in a growing nest egg, even […]
Webinar Recording: Financial Planning – Behind the Scenes
If you’ve never worked with a financial advisor before, you may be curious how the process works. How will you and your advisor visualize your financial data and life dreams […]
Webinar Recording: The Employee Retention Credit
During 2020, small businesses which received Paycheck Protection Program (PPP) loans were not eligible to claim the Employee Retention Tax Credit (ERTC or ERC) as well. But for 2021, this […]
Webinar Recording: When Do I Need a CPA and When Do I Need a Financial Planner?
Both accountants and financial planners are crucial parts of a financial team, but their areas of focus are very different. Expecting one to do the job of the other won’t […]
Webinar Recording: Transitioning Out of the Military Into the Private Sector
Service members who have been in the military a long time may struggle when re-entering the civilian sphere. Career, medical care, taxes, and insurance may all be new and different. […]
Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid
When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without […]
Webinar Recording: Why Everyone Should Have a Financial Planner
While older and richer individuals are more likely to have a financial advisor, even young people and those without high incomes can benefit. Wise management of a small amount of […]
Webinar Recording: Financial Planning Strategies in your 50s
A person’s fifties may seem like a stable time, when one’s career peaks and children have left the nest. But retirement is drawimg close, and at the same time aging […]