10 Things a Retiree Should Know About Medicare
In this video, Graham Ewing, CFP®, MBA & Roger Bair, MSF, CFP®, CIMA® go over the different parts of Medicare.
The Unfamiliar Territory of Financial Planning: Financial Therapy
In this video, Madison Bennett, CFP®, CFT-1™ dives into what Financial Therapy is, how childhood can affect your money mindset, the importance of communication in relationships, and more!
10 Things to Do Before You Retire
In this video, Drew Tignanelli, CPA, CFP® and Graham Ewing, CFP®, MBA, discuss what you should be thinking about before you retire.
How to Save Thousands in Taxes on Company Stock in a 401k
In this video, Drew Tignanelli, CPA, CFP® and Graham Ewing, CFP®, MBA, discuss how to help you save thousands in taxes on company stock in your 401k.
10 Ways The Secure Act 2.0 Affects Your Retirement
In this video, Drew Tignanelli, CPA, CFP® and Graham Ewing, CFP®, MBA lead a discussion regarding the Secure Act 2.0 and how it affects you.
Long Term Care: Thoughts & Strategies
In this video, Drew Tignanelli, CPA, CFP® leads an informative session regarding long term care. He discusses his thoughts and strategies and answers questions
Planning for Special Needs
In this video, Drew Tignanelli, CPA, CFP® and Mike McCarthy, CPA/PFS, CFP® discuss ways to financially plan for special needs.
Eldercare: Methods for Obtaining Government Assistance for Long Term Care
In this video, Drew Tignanelli, CPA, CFP® and eldercare attorney Alex Zarzecki discuss eldercare planning and methods to obtain government assistance for long-term care costs.
Basic Understanding of Trusts
In this video, Drew Tignanelli, CPA, CFP® discusses different types of trusts and their uses.
How to Title Your Assets for Protection
In this video, Drew Tignanelli, CPA, CFP® and Alec Sunners CFP®, discuss ways to add protection to your assets from issues such as divorce, liability, and bankruptcy.