Watch these videos to keep you informed and educated on the following topics:

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Private Reserve Strategy

Everyone should have their house paid off. Learn more in this educational video.

Learn more about the Private Reserve Strategy and why it should be important to you.

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Two crucial questions may have crossed your mind: How much do I need to save? Where do I put it?

White Papers & Articles

White Papers & Articles

We work to build and help preserve your wealth through a high level of personal service and commitment to our client—first approach. As part of our commitment, we provide insightful articles and educational materials to help keep you informed and help promote positive financial behaviors and outcomes.

Changing Jobs? Know your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.


Key Numbers 2021

Tax reference numbers at a glance.


Is Investment Advice a Commodity?

Even in simple commodities, we are willing to pay for added value. What about the management of your life savings and future of those savings?

Working During Retirement

People are looking at retirement as a time to be productive and active in a way that allows them more flexibility and freedom.

What Key Estate Planning Tools Should I Know About?

By taking steps in advance, you have a greater say in how these questions are answered. And isn't that how it should be?

Debt Consolidation

If you have a lot of debt, you're not alone.


Understanding Your Credit Report

Your credit report contains information about your past and present credit transactions.

How Student Loans Impact Your Credit

If you've finished college within the last few years, chances are you're paying off your student loans.

Watch Out for Coronavirus Scams

Fraudsters and scam artists are always looking for new ways to prey on consumers.

What A COVID-19 Second Wave Means For Investors

In the past couple of weeks, markets have been reacting negatively to rising new virus case data in some countries and U.S. states.

Online Security Checklist

While online security can seem overwhelming, we want you to know we’re here to help.

Announcing 2021 Medicare Costs

Medicare Part B premiums and other costs are rising in 2021.