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Your 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.
Read MoreFinancial Freedom Tips (Video): Life Insurance – Term vs. Whole Life
Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.
Read MoreFinancial Freedom Tips (Video) – Parents, How Much Life Insurance Do You Need?
Do you have dependent children? Here’s what you need to know to make wise decisions when purchasing life insurance for your family.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Read MoreFinancial Freedom Tips (Video) – Save Half Your Raise
Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!
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