Webinars
We will be conducting monthly webinars hosted by various members of our accredited team to discuss a variety of financial planning topics and help educate our viewers. Follow us on our social media platforms to know when our upcoming webinars will air live. Recordings of our previous webinars can be found here.
Best Timing for Roth Conversions
Roth conversions can be powerful but only if you get the timing right. In this…
The Tax Mistakes Your Financial Advisor Might Be Missing
When your financial advisor and CPA don't coordinate year-round, important opportunities may get missed and…
The #1 Question: Can I Actually Retire?
"Can I retire?" Here's why we can't answer that by just looking at your account…
The Top 11 Questions a Financial Advisor Gets
Every week, clients ask us: Should I pay off my mortgage or invest? How much…
The 401 (k) Mistake Everyone Makes
In this video, Alec & Roger review common mistakes people make regarding their 401(k).
Why Claiming Social Security at the Wrong Time Can Ruin Retirement
In this video, Alec & Peter discuss the benefits of taking social security early vs…