Financial Freedom Tips
5 Keys for Making Goals SMART
Today we share the 5 keys to making your goals SMART.
Read More3 Steps to Accomplish Any Goal
In this 5 minute video, we discuss 3 steps you can follow to accomplish any goal.
Read More5 Reasons to Set Goals
In this 5-minute video, we’ll discuss 5 reasons why setting goals can help you achieve personal significance.
Read MoreValues in Action – Financial Freedom Tips
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.
Read MoreAnnuities – What You Need To Know (Video)
Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.
Read MoreYour Christmas Spending Plan (Video)
Are ready to keep your Christmas spending in check? Watch this quick video for helpful tips.
Read MoreP&C Insurance (Property and Casualty) – Understand What You Need
A P&C insurance review is a key part of a comprehensive financial plan & includes coverage for your home and vehicles. A big question: “How much do I need?”
Read MoreWhat is Retirement? That Depends on You.
My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
Read MoreThe #1 Retirement Question – How Much is Enough? (VIDEO)
I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.
Read MoreFinancial Freedom Tips (Video) – 4 Essential Steps for Estate Planning
With these 4 essential estate planning steps, you can protect your dependents, while also ensuring that your medical and financial wishes are honored.
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