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Videos

  • Bigger House? Should you? Next step?

    Bigger House? Should you? Next step?

  • IRS Audits. Steps the Self-Employed can take to reduce their risk.

    IRS Audits. Steps the Self-Employed can take to reduce their risk.

  • Will you owe taxes when you sell your home?

    Will you owe taxes when you sell your home?

  • How do tax deductions work? Tax deductions explained.

    How do tax deductions work? Tax deductions explained.

  • Goals. Tired of the same old thing? Here's a way to make them better.

    Goals. Tired of the same old thing? Here's a way to make them better.

  • IRS PIN number request: How to get your IP PIN number from the IRS.

    IRS PIN number request: How to get your IP PIN number from the IRS.

  • How to do TAXES after DIVORCE!

    How to do TAXES after DIVORCE!

  • Seven Steps to Move your Money in the Right Direction

    Seven Steps to Move your Money in the Right Direction

  • What does the new tax bill mean to you?

    What does the new tax bill mean to you?

  • Holiday wishes!

    Holiday wishes!

  • Money challenges that many women face. What are they? How can you overcome them?

    Money challenges that many women face. What are they? How can you overcome them?

  • Successful transition to Long Term Care. How can you help your mom or dad make the move?

    Successful transition to Long Term Care. How can you help your mom or dad make the move?

  • Spending? Your Values? How can they work together?

    Spending? Your Values? How can they work together?

  • Pension Payments - Lump Sum or Monthly Payments? Which One is BETTER?

    Pension Payments - Lump Sum or Monthly Payments? Which One is BETTER?

  • Ask an Expert! Learn all about home remodeling with John Jeppesen!

    Ask an Expert! Learn all about home remodeling with John Jeppesen!

  • Making the most of your Charitable Contributions.

    Making the most of your Charitable Contributions.

  • How much are you really paying? And getting?

    How much are you really paying? And getting?

  • What do I need to consider before year end?

    What do I need to consider before year end?

  • What can social media do for you?

    What can social media do for you?

  • Own your own business? How do you pay yourself?

    Own your own business? How do you pay yourself?

  • How To PAY YOURSELF as a SMALL BUSINESS OWNER

    How To PAY YOURSELF as a SMALL BUSINESS OWNER

  • How do you pay yourself if you are self-employed?

    How do you pay yourself if you are self-employed?

  • Can you afford a 401k in your small business?

    Can you afford a 401k in your small business?

  • Investments and Taxe. When and how much?

    Investments and Taxe. When and how much?

  • 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

  • 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?

  • NET INVESTMENT INCOME TAX EXPLAINED - Will I Have to Pay NIIT in addition to My Income Tax?

    NET INVESTMENT INCOME TAX EXPLAINED - 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!

  • INHERITANCE TAX EXPLAINED - Will Your Inheritance Be Taxed?

    INHERITANCE TAX EXPLAINED - Will Your Inheritance Be Taxed?

  • EMPLOYEE STOCK PURCHASE PLAN - How Does It Work?

    EMPLOYEE STOCK PURCHASE PLAN - How Does It Work?

  • 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

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