Video Library
Retirement
95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.
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Financial security in retirement takes planning and commitment. You can do it, here’s how.
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To retire right you need to know what to do with what you’ve saved. Do you know your retirement options?
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College Savings
60% of families don’t have a college savings strategy. Learn what you need to know to get started.
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Here are some effective strategies for paying for the high price of higher education.
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Investment
Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
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Estate
A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.
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Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.
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Insurance
Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family?
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Money
This video shows you ways to reduce debt and regain control of your personal finances.
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There’s a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.
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Americans overspend and under save. We must strengthen our personal economies to save America’s economy.
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Choosing a Financial Advisor
When it comes to managing finances, clients need professional advice to get the most out of their money.
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Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.
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