How often do you review your property insurance with your agent or get a second opinion? In this month’s Vlog, Michelle shares some tips to help save your money.
Videos
Tips on Raising Financially Independent Children [Video]
We searched our Vlog archives to unearth some hidden treasures. In this oldie but goodie, Johanna shares her personal success story on raising her sons to be financially independent.
It hasn’t all been success, though. In this video, Johanna refers to the post Money Mistakes I’ve Made, where she bares her soul to show that we all have a “history”.
If you’re interested in scheduling a free initial consult with us, click here (do not use the link listed in the video).
FPA – What is it? [Video]
When we meet with a prospect, the first question we usually hear is, “What are your fees?” While most firms base their fees on hourly billing, we take a different approach. In her video, Laura describes our Fixed Price Agreement (FPA) and the benefits of our pricing model. Continue reading
What do you need to know about your SPD?[VIDEO]
Your Summary Plan Description (SPD) is the rule book for all retirement accounts offered to you by your employer. Sadly, many employees do not know how to read their SPD or its importance. In this month’s video, Michelle gives you important features to look for in your employer’s SPD.
Also read Johanna’s companion blog post, It’s Open Season!
Purpose of a Projection [Video]
Do you own your own business/practice? Does your income vary during the year, or even from year to year? Would you like to know if you are going to have to pay in, or maybe get a refund, before your taxes are finalized? If you answered yes to any of these questions, this video about tax projections is for you!
HSAs – When Your Insurance Changes [Video]
In the world of rising health care costs and figuring out with plan is best for you, Health Savings Accounts (HSAs) should be on your radar. These accounts have a truly triple tax benefit.
How to Rebalance Your Portfolio [VIDEO]
How do you rebalance your accounts? Don’t know how? Follow along as Michelle walks you through the steps we use when rebalancing client accounts in this month’s vlog, then try it yourself! Continue reading
Getting Organized [Video]
With back to school, fall sports schedules, and life in general, you might feel like you’re sitting in the middle of a merry-go-round and can’t get off. While we can’t help pack Susie’s lunch or take Billy to football practice, we can help you get your tax records organized.
She gives you some tips to help get your tax records organized now, and keep them organized, so that when year end rolls around, you can enjoy Christmas break with the kids instead of shuffling through paperwork for tax season.
2 Common IRS Notices for Individuals [Video]
I would bet my paycheck that we receive at least 2-3 IRS notices a week for clients (and that’s on a slow week), but getting a notice shouldn’t cause panic. While it is important to look at each notice, it is even more important to know what you are reviewing. In this month’s video, Continue reading
How to Set Up a DAF [VIDEO]
Johanna talks about DAF’s in her blog post this month. If you’re on board but don’t know what to do next, then this vlog is for Continue reading
