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Featured Videos

Browse through videos to learn about financial principles that can help you whether you are busy accumulating, investing and growing wealth, getting ready to retire in five to 10 years, or living in retirement now. One of our biggest goals is to educate consumers about financial matters, and we hope these videos help make things clearer.

Trade Tensions & Market Shifts: What Trump’s Tariffs Mean for You

From Panic to Plan: Real Talk on Tariffs, Tech, and What’s Next

Roth vs. Pre-tax

Taxes in Retirement

Establishing Healthy Family Finances

College Planning

Retirement Readiness

Social Security & Medicare 101

Downloadable Whitepapers

It’s our goal to make complex concepts simple to understand so that you can thrive in your personal economy. Our whitepapers are designed to help you learn more about the basics when it comes to finance and retirement issues. Please download and review these whitepapers at your leisure, and feel free to contact us if you have any questions about what you’ve read.