Question #1: Income in a low yield environment - 00:43
Question #2: Disconnect between stock market and economy - 05:17
Question #3: Economic update and impact to risk tolerance - 09:53
Question #4: Historical context to where we are today economically - 15:03
Question #5: Future of Social Security - 23:11
Question #6: Hedging portfolios with derivatives - 28:12
Cash flow, budgeting, and debt management make up the foundation for a healthy financial future. In order to build wealth, it’s crucial to first have a handle on day-to-day expenses, and a realistic plan for how they intersect with long-term goals.
What Is My Current Cash Flow?
To Buy or Not to Buy
Comparing Mortgage Terms
Retirement is simply not the same as it used to be. Much of the responsibility for planning for retirement is now on individuals and families, rather than employers. With so many options, it’s important to have a thoughtful retirement plan that is based on your own unique situation, and also accounts for new ways of working.
The Pre-Retirement Checklist
Investment Strategies for Retirement
A Bucket Plan to Go with Your Bucket List
Investment planning helps you maximize your money by investing it wisely, once all of the other financial building blocks are in place. We'll work together to continue to augment your portfolio based on your goals over time.
The Cycle of Investing
Taxable vs. Tax-Deferred Savings
5 Smart Investing Principles
Events on Wall Street
Education costs are rising—but having a plan in place can alleviate some of the anxiety that comes with planning to pay for college. There are many ways to make these costs more manageable, and different options for saving for education over time.
Saving for College 101
Saving for College
Should You Tap Retirement Savings to Fund College?
Estate planning is not just about distributing assets, it’s about making sure your loved ones are cared for after your death. Estate planning involves managing, administering, and distributing financial assets and making sure your will and other legal documents are current, so that you and your loved ones can have peace of mind.
Principles of Preserving Wealth
Safeguard Your Digital Estate
Estate Management Checklist
Along with financial management, a sound financial plan involves having the right protections in place for unexpected emergencies. This means looking at insurance as part of your overall financial picture, evaluating potential risks, and determining the appropriate coverage you need in place to ensure financial well-being—even in worst-case scenarios.
Assess Your Life Insurance Needs
Most financial decisions have tax implications, so it’s important to consider tax planning as an ongoing part of a comprehensive financial planning process. Tax laws are complex and frequently change, but incorporating taxes as part of the financial planning processes can help you more effectively plan for the future.
A Taxing Story: Capital Gains and Losses
Budget Check Up: Tax Time Is the Right Time
Home Mortgage Deduction
Federal Income Tax