Video, Article, & News Library

Retirement: Get the Leadership You Need

You deserve to enjoy the rewards of your life's efforts.  Discover how the right financial leadership can make a difference.

Spend Less Than You Earn

Spending less than you earn is the golden rule to personal finance…and a little reminder never hurts.

Financial Literacy in the Workplace

Understanding and successfully managing your financial affairs is an important component in the life of most any working adult.  Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.  

Advantages and Disadvantages of Self-Funded Health Plans

With the increased interest in self-funded health plans, it’s good to know the advantages and disadvantages.  Learn more with this short video.

Telehealth and Telemedicine

Telehealth and telemedicine technologies are designed to combat rising healthcare costs, improve the quality of care, and much more.  Learn the differences between these two programs and how they will be impacting the future of healthcare.

BFG Benefit Bits: What Are Health Insurance Exchanges?

Selecting a health care plan is a big decision.  Learn the role Health Insurance Exchanges play and discover the differences in between public and private models.

Veterans: See How Preparation Leads to Success

As a veteran, you have served and protected our nation with honor. A financial advisor can help clarify and prioritize your goals so that you can have the secure financial future that you deserve.

Fiduciary: What It Means

Speed of Access - Your Personal Financial Website

From checking the weather to sending photos, the Internet is an extension of our lives.  Use technology to track and manage your finances.

Protecting Those You Love the Most