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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.

Type Video Topic Budgeting

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.

Life in a Box: Understanding What You Have

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know. 

The Importance of Healthcare Planning

Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it's important to plan now for the high cost of healthcare in retirement.

 

Do You Have Enough Life Insurance?

Life insurance protects. 70% of those with coverage only have enough to replace 3 1/2 years of income. How protected is your family?