Videos

Wall Street climbs a wall of worry. If you’re worried, we can help!

Here are some ways we may be able to help you this year!

Continuing our annual caroling tradition, we wish you the very best this season from our house to yours.

Before you do, there are a few things to consider.

Do you wonder why the value of your investments in the market has changed? We have answers!

How do these things sometimes lead to a recession? We break it all down in this video.

Your Retirement Plan needs an annual review. Here’s why...

Here are some practical money management tips to help you be ready for whatever lies ahead.

If you’re nervous about the stock market, here are some things to consider.

It’s time to reflect on 2021 and look ahead to 2022. What are your plans?

Our warmest wishes for a happy holiday season and the very best in 2022!

We are here to put things into perspective.

You may want to consider a 1031 Exchange

Once upon a time you had a goal… Share your goals with us and we will tell you how to get there!

Discover potential reasons for market volatility and what you can do about it!

Learn 4 strategies to maximize your Social Security benefits in retirement

These 3 steps can help you create a budget and be more financially prepared!

These 3 strategies could help you live the retirement of your dreams…

4 Facts to Help Women Prepare for Retirement

Have you heard that whatever you can conceive and believe you can achieve?

Do you use Tax Credits and Deductions as part of your recipe when preparing your personal income tax returns?

Should you take an RMD this year? If so, when and how much?

How will limiting business and personal income deductions and increasing payroll and income taxes affect your business?

How will potential changes to Capital Gains and Estate Taxes affect you?

Are you wondering how President Biden’s proposed legislation to change Traditional IRA and 401k Plans will affect you?

Stay tuned for important developments and potential changes to your finances:

Here are some important facts to know when preparing your 2020 tax returns:

2020 = Rough Road; 2021 = Crossroad. What will you do?

From our house to yours:

Have you imagined what your retirement life will be like? Here are some things to consider.

Where do you get your financial advice? Here are some things to consider.

These are some things to consider if you are thinking about buying gold.

This week we discuss the tax benefits of Exchange Traded Funds.

This week we share 4 facts you need to know about Social Security Income.

Chris Browning and Tamara Kirkland of Masters Advisory Partners here with this week’s useful 2 minute video tip about additional early withdrawals from your Individual Retirement Account, or IRA, that escape the 10% penalty tax.

Grilling steaks and answering these general Estate Planning questions: How does effective estate management help you during your lifetime as well as after your death? What is a quick formula to estimate your estate taxes? What are the...

What’s your favorite new thing to do during the pandemic and do you plan to keep doing it in the future? Share it with us. We’d love to hear about it!

5 Smart Investing Principles you can use now

FREE Financial Q&A