Videos
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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!
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Backdoor Roth IRA contributions. Do you qualify?
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Roth vs Traditional IRA. Which is best for you?
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Video for Small Business Marketing
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Am I Ready to Retire? Four questions to help you know.
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Am I ready for retirement? Four questions you need to ask!
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Nine Retiree Tax Breaks
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Digital Marketing for Small Business Insights from Chad Coleman
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Caring for Aging Parents - A Checklist
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What Documents Do I Need to Keep On File?
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Bookkeepers. Know when, why how and who!
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Student Loan Repayment Options
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Is it time for a financial plan?
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Important business insurance information!
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Homeowners Insurance 101
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Taxes are due in two days!
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Live at Noon Chat with Heather Ramirez, YouTube Coach Extraordinaire!
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Health Savings Account Distributions. Are they taxable? Any penalties?
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Where to save after you max out your 401K!
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Getting married? Here are things to consider as you combine your lives together!
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FREE tax filing. For real! Not the fake links that most folks fall for.
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A Financial Advisor and a Business Coach walk into a bar...
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Roth Conversions. Is one right for you?
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Checklist for Starting Your Own Business
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Productivity and your Finances! Chat with DeDe and Chris!
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Robo Advisors. What are they and are they right for me?
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Age in Place. What does it mean for me? Steps you can take right now!
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A Financial Advisor and a Mortgage Broker walked into a bar...
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Its official. We are in a recession. What are steps you can take now?
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What will Medicare cost me?
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Financial planning and physical fitness. Two sides of the same coin.
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My stimulus check is wrong. And, I worked in two different states. Will that affect my taxes?
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Issues to Consider during a Recession or Market Correction -- Checklist!
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Protect a Loved one from Financial Elder Abuse. 6 steps you can take right now!
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What is a Fiduciary and why should I care?
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Saving is HARD! How to save more.
