Feb 15, 2019
Retirement planning contains many uncertainties. While these variables are tricky to navigate, you should be able to identify them and plan accordingly.
2:09 – Knowing The Unknowns.
Feb 8, 2019
Join us for a jaunt to Washington. We'll hear from CNBC tax expert Andy Friedman as he discusses how the goings-on in Washington could affect the financial services industry.
00:40 – How Will Washington Affect Your Finances?
Feb 1, 2019
Marriage is hard work, and it's important to be a unified couple. However, you probably don't agree on everything. Joel identifies the top financial spousal disagreements he sees among clients.
00:44 – Joel Defines The Term "Fiduciary."
Jan 25, 2019
It's no secret we all want financial independence, but what does that mean? We'll tackle what it looks like to live freely in retirement.
3:22 – Independence From Government Assistance Is A Good Thing.
Jan 18, 2019
We visit with folks often who have a poor financial perspective. Whether it's the economy or your finances , we want you to think rightly about retirement.
1:31 - Retail Sales Were Up In December.