Video Library
Video Library
Short, watchable takes on the money questions you were going to Google anyway.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Watch → VideoA Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Watch → VideoA Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Watch → VideoA New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Watch → VideoAre Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Watch → VideoBehavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Watch → VideoBull and Bear Go To Market
Learn about the difference between bulls and bears, markets, that is!
Watch → VideoBursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Watch → VideoCharitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Watch → VideoCoaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Watch → VideoConsider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Watch → VideoDog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Watch → VideoEmerging Market Opportunities
What are your options for investing in emerging markets?
Watch → VideoEncore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Watch → VideoEstate Management 101
A will may be only one of the documents you need, and one factor to consider, when it comes to managing your estate.
Watch → VideoExit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Watch → VideoExtended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Watch → VideoFinding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Watch → VideoForecast
This short video helps explain why markets can be as unpredictable as the weather.
Watch → VideoHow Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Watch → VideoHow to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Watch → VideoHow to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Watch → VideoInflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Watch → VideoInvestments
You’ve made investments your whole life. Work with us to help make the most of them.
Watch → VideoIt May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Watch → VideoKeeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Watch → VideoMaking Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Watch → VideoOnce Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Watch → VideoPerception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Watch → VideoPreparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Watch → VideoRetirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Watch → VideoRetirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Watch → VideoRetiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Watch → VideoRightsizing for Retirement
What does your home really cost?
Watch → VideoSafeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Watch → VideoSaving for College 101
Here's a crash course on saving for college.
Watch → VideoStay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Watch → VideoSuddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Watch → VideoSurprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Watch → VideoSurprises
Making the most of surprises is a great reason to work with us.
Watch → VideoThe Business Cycle
How will you weather the ups and downs of the business cycle?
Watch → VideoThe Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Watch → VideoThe Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Watch → VideoThe Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Watch → VideoThe Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Watch → VideoThe Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Watch → VideoThe Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Watch → VideoThe Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Watch → VideoThe Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Watch → VideoThe Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Watch → VideoTiming Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Watch → VideoTo Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Watch → VideoWhat Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Watch → VideoWhat to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Watch → VideoWhen Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Watch → VideoWhen Markets React
When markets shift, experienced investors stick to their strategy.
Watch → VideoWhen Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Watch → VideoWhere Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Watch → VideoYour DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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