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Videos

  • 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.

  • A Financial Advisor and a Business Coach walk into a bar...

    A Financial Advisor and a Business Coach walk into a bar...

  • Roth Conversions.  Is one right for you?

    Roth Conversions. Is one right for you?

  • Checklist for Starting Your Own Business

    Checklist for Starting Your Own Business

  • Productivity and your Finances! Chat with DeDe and Chris!

    Productivity and your Finances! Chat with DeDe and Chris!

  • Robo Advisors.  What are they and are they right for me?

    Robo Advisors. What are they and are they right for me?

  • Age in Place.  What does it mean for me? Steps you can take right now!

    Age in Place. What does it mean for me? Steps you can take right now!

  • A Financial Advisor and a Mortgage Broker walked into a bar...

    A Financial Advisor and a Mortgage Broker walked into a bar...

  • Its official.  We are in a recession.  What are steps you can take now?

    Its official. We are in a recession. What are steps you can take now?

  • What will Medicare cost me?

    What will Medicare cost me?

  • Financial planning and physical fitness.  Two sides of the same coin.

    Financial planning and physical fitness. Two sides of the same coin.

  • My stimulus check is wrong.    And, I worked in two different states.  Will that affect my taxes?

    My stimulus check is wrong. And, I worked in two different states. Will that affect my taxes?

  • Issues to Consider during a Recession or Market Correction -- Checklist!

    Issues to Consider during a Recession or Market Correction -- Checklist!

  • Protect a Loved one from Financial Elder Abuse.  6 steps you can take right now!

    Protect a Loved one from Financial Elder Abuse. 6 steps you can take right now!

  • What is a Fiduciary and why should I care?

    What is a Fiduciary and why should I care?

  • Saving is HARD!  How to save more.

    Saving is HARD! How to save more.

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