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Videos

  • What do web designers wish you knew?

    What do web designers wish you knew?

  • How can you protect your personal data?

    How can you protect your personal data?

  • Disaster Checklist

    Disaster Checklist

  • Introduction to DeDe and Innovative Financial

    Introduction to DeDe and Innovative Financial

  • It is Medicare Open Enrollment Right Now. Do you need to change your coverage?

    It is Medicare Open Enrollment Right Now. Do you need to change your coverage?

  • Will I have to pay NIIT in addition to my income tax?

    Will I have to pay NIIT in addition to my income tax?

  • What issues do you need to consider in a Divorce?

    What issues do you need to consider in a Divorce?

  • When your spouse dies there are many important considerations. We will walk through many of them.

    When your spouse dies there are many important considerations. We will walk through many of them.

  • IRA Facts. What you need to know!

    IRA Facts. What you need to know!

  • Health Insurance Answers

    Health Insurance Answers

  • Healthcare and your Finances

    Healthcare and your Finances

  • Let's find out how much we know!

    Let's find out how much we know!

  • Getting your Estate Plan done right!

    Getting your Estate Plan done right!

  • Things to check when you have a new job!

    Things to check when you have a new job!

  • Will your Inheritance be taxed?

    Will your Inheritance be taxed?

  • Employee Stock Purchase Plans

    Employee Stock Purchase Plans

  • What is Financial Planning?

    What is Financial Planning?

  • What to do with a Windfall?

    What to do with a Windfall?

  • Should You Refinance? !0 questions to help you know!

    Should You Refinance? !0 questions to help you know!

  • Health and Life insurance. What to know when you review your policies!

    Health and Life insurance. What to know when you review your policies!

  • How do I fix a mistake on my Tax Return?

    How do I fix a mistake on my Tax Return?

  • Digital documents. What do you need to keep? Where do you keep them?

    Digital documents. What do you need to keep? Where do you keep them?

  • Payroll Tax Deferral. Should you opt in?

    Payroll Tax Deferral. Should you opt in?

  • Your car was damaged! Oh no! What next? Get the inside scoop from an expert.

    Your car was damaged! Oh no! What next? Get the inside scoop from an expert.

  • Government Pension Offsets might reduce your Social Security!

    Government Pension Offsets might reduce your Social Security!

  • Will your Social Security be reduced by an offset?

    Will your Social Security be reduced by an offset?

  • Annual Financial Checkup Part 2

    Annual Financial Checkup Part 2

  • Annual Financial Checkup Part 1

    Annual Financial Checkup Part 1

  • Giving Money to Kids and Grandkids. What are your options?

    Giving Money to Kids and Grandkids. What are your options?

  • Get the inside scoop from a Real Estate Agent!

    Get the inside scoop from a Real Estate Agent!

  • Backdoor Roth IRA contributions. Do you qualify?

    Backdoor Roth IRA contributions. Do you qualify?

  • Roth vs Traditional IRA. Which is best for you?

    Roth vs Traditional IRA. Which is best for you?

  • Video for Small Business Marketing

    Video for Small Business Marketing

  • Am I Ready to Retire? Four questions to help you know.

    Am I Ready to Retire? Four questions to help you know.

  • Am I ready for retirement? Four questions you need to ask!

    Am I ready for retirement? Four questions you need to ask!

  • Nine Retiree Tax Breaks

    Nine Retiree Tax Breaks

  • Digital Marketing for Small Business Insights from Chad Coleman

    Digital Marketing for Small Business Insights from Chad Coleman

  • Caring for Aging Parents - A Checklist

    Caring for Aging Parents - A Checklist

  • What Documents Do I Need to Keep On File?

    What Documents Do I Need to Keep On File?

  • Bookkeepers. Know when, why how and who!

    Bookkeepers. Know when, why how and who!

  • Student Loan Repayment Options

    Student Loan Repayment Options

  • Is it time for a financial plan?

    Is it time for a financial plan?

  • Important business insurance information!

    Important business insurance information!

  • Homeowners Insurance 101

    Homeowners Insurance 101

  • Taxes are due in two days!

    Taxes are due in two days!

  • Live at Noon Chat with Heather Ramirez, YouTube Coach Extraordinaire!

    Live at Noon Chat with Heather Ramirez, YouTube Coach Extraordinaire!

  • Health Savings Account Distributions. Are they taxable? Any penalties?

    Health Savings Account Distributions. Are they taxable? Any penalties?

  • Where to save after you max out your 401K!

    Where to save after you max out your 401K!

  • Getting married? Here are things to consider as you combine your lives together!

    Getting married? Here are things to consider as you combine your lives together!

  • FREE tax filing. For real! Not the fake links that most folks fall for.

    FREE tax filing. For real! Not the fake links that most folks fall for.

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