Our Videos
The COVID Economy- A Year Later (April 7th, 2021)
The Cares Act & Taxes (March 10th, 2021)
Economic Update (January 19th, 2021)
YEAR-END ITEMS TO CONSIDER (NOVEMBER 25TH, 2020)
Strategies During Election Year (October 7th, 2020)
September Market Update (September 4th, 2020)
Tax Gotchas Through the 4 Stages of Retirement- Including the Secure Act- (August 14th, 2020)
What Covid-19 Taught Us About Retirement- (August 14th, 2020)
Beneficiary Liquidity Plan Opportunity with NGL- (August 3rd, 2020)
Educational Market Update- (July 7th, 2020)
Estate Planning Q&A- (July 7th, 2020)
WEATHERING THE STORM IN VOLATILE MARKETS- (JUNE 16TH, 2020)
Bottoms Are a Process- (May 29th, 2020)
Whatever It Takes (May 14th, 2020)
Social Security Update (April 15th, 2020)
Important CARES Act Update- Part 2 (April 2nd, 2020)
Important CARES Act Update- Part 1 (April 1st, 2020)
Don't Go Broke In A Nursing Home Interview with Ali Swofford