VLOGS

Brandon shares a story of a client that came in needing some clarity on their finances and how we were able to give them peace of mind in preparing for their upcoming retirement.

Kyle rounds of the Segmenting the Portfolio Series with Long-term Buckets. These buckets are meant for your retirement and we want to make sure that money working and putting you in the best position possible.

This week we continue with the Segmenting the Portfolio series. Kyle goes through midterm buckets and mid-term dollars. He answers, what to do with those dollars and how you can effectively manage them.

Brice shares a story from the past that details the importance of Estate Planning and how it can benefit you or a family member.

We are back with our Educational Moments. Kyle kicks off 2019 with a series on Segmenting the Portfolio and discusses the conservative bucket or your short-term dollars and how to comfortably manage it during times of market fluctuation.ctuation.

We know that most everyone has an "Uncle Ricky" that gives bad financial advice around the holidays. Brice portrays our Uncle Ricky and gives tons of his best financial advice. This video also features 2 bonus skits as well.

This week Brandon touches on financial new year's resolutions and how to stick with them through the coming year.

This week Brice goes over how much should be saved to ensure yourself retirement.

This week Brandon discusses financial education in the household. Finances impact people and their lives daily and it goes beyond what is in the bank.

Kyle discusses some problems and issues related to having all of your assets inside an employer-sponsored plan.