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Retirement! Tax-Deferred vs.Tax-Free

tax-deferred 401(k) retirement account vs. tax-free Roth

Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.

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Quarterly Market Review – Fourth Quarter 2019

quarterly market review for Q4 2019 and 2019 annual review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)

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How to Get Goals Back on Track

Man is happy getting his goals back on track.

What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!

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5 Reasons to Set Goals

Man setting goal ahead of him on rocks

In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.

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Values in Action – Financial Freedom Tips

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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