Videos
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Goals. Tired of the same old thing? Here's a way to make them better.
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Getting an IRS PIN to protect your identity.
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How to do TAXES after DIVORCE!
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Seven Steps to Move your Money in the Right Direction
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What does the new tax bill mean to you?
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Holiday wishes!
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Money challenges that many women face. What are they? How can you overcome them?
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Successful transition to Long Term Care. How can you help your mom or dad make the move?
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Spending? Your Values? How can they work together?
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Is taking my pension as a lump sum a good idea?
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Ask an Expert! Learn all about home remodeling with John Jeppesen!
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Making the most of your Charitable Contributions.
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How much are you really paying? And getting?
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What do I need to consider before year end?
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What can social media do for you?
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Own your own business? How do you pay yourself?
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How do you pay yourself if you own/are the company?
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How do you pay yourself if you are self-employed?
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Can you afford a 401k in your small business?
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Investments and Taxe. When and how much?
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What do web designers wish you knew?
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How can you protect your personal data?
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Disaster Checklist
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Introduction to DeDe and Innovative Financial
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It is Medicare Open Enrollment Right Now. Do you need to change your coverage?
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Will I have to pay NIIT in addition to my income tax?
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What issues do you need to consider in a Divorce?
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When your spouse dies there are many important considerations. We will walk through many of them.
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IRA Facts. What you need to know!
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Health Insurance Answers
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Healthcare and your Finances
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Let's find out how much we know!
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Getting your Estate Plan done right!
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Things to check when you have a new job!
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Will your Inheritance be taxed?
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Employee Stock Purchase Plans
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What is Financial Planning?
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What to do with a Windfall?
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Should You Refinance? !0 questions to help you know!
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Health and Life insurance. What to know when you review your policies!
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How do I fix a mistake on my Tax Return?
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Digital documents. What do you need to keep? Where do you keep them?
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Payroll Tax Deferral. Should you opt in?
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Your car was damaged! Oh no! What next? Get the inside scoop from an expert.
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Government Pension Offsets might reduce your Social Security!
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Will your Social Security be reduced by an offset?
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Annual Financial Checkup Part 2
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Annual Financial Checkup Part 1
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Giving Money to Kids and Grandkids. What are your options?
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Get the inside scoop from a Real Estate Agent!