Retirement Planning

This week Willy discusses the importance of planning properly for retirement. *If a couple is aged 65, one of them could live to 90 Source: Social Security Administration (2017)

Long-Term Care

This week, Willy talks about the risk of long-term care costs on our assets in our income.

Investment Behavior

In this video tip of the week, Rick discusses why investment behavior is more important than investment selection.

College Savings

Are you planning to save for your child’s college tuition? If so, check out Rick’s new video where he talks about how rising college costs have made it imperative to save properly.

Diversification

This week, Willy discusses one of the many pillars for any successful long-term investor: diversification. According to Willy, “portfolios should be diversified with your specific objectives in mind….

Estate Planning

Critical to every financial plan is a good estate plan. This week, Rick discusses the basic documents that you should have in place as well as other important factors that may need to be a part of yo…

Protecting Your Personal Information

According to the Federal Trade Commission, identity theft is the fastest growing crime in America, affecting nearly 10 million people in the last few years. Check out our latest video to learn what y…

Creating a Holiday Budget

This week, Rick talks about creating a budget so you can avoid harming yourself financially this season.

2016 Election Results

Rick discusses the 2016 presidential election and the policy uncertainty that comes along with Donald Trump being elected the 45th President of the United States. *The opinions voiced in this materia…

Up-to-date Estate Plan

Is your estate plan up-to-date? This week, Willy discusses the importance of having an up-to-date estate plan and seven different reasons you should review your own personal plan.