Broker Check

Educational Videos

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?
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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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