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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.
Type Video
Topic Technology, Wealth Management & Financial Planning
Build a Business Succession Plan
Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smooth ownership transition in the future.
Type Video
Topic Small Business
The Importance of Goals
Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.
Family View: Helping Your Aging Parents
Managing personal finances can overwhelm many aging seniors. Learn what you can do to help in the monitoring of your parents’ complete financial picture.
Taking Care of Your Parents
Taking care of your aging parents can be emotional and expensive. This video provides a checklist on what to do.
Should You Buy or Lease Your Car?
What’s the better choice - buying or leasing a car? This video explains the financial advantages of both options.
Why Business Owners Need Financial Advisors
Business owners are a special breed with unique financial needs. Learn about the benefits of having a financial advisor to help you realize the financial rewards of your business investment.
Technology to Manage Your Financial Life
From checking the weather to sending photos, the Internet is an extension of our lives. Why not use it to track and manage your finances? Learn more.
Type Video
Topic Wealth Management & Financial Planning, Technology