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Financial, Estate & Retirement Planning Videos



Financial Planning
Managing personal finances is a source of concern and anxiety for many families, but it doesn't need to be.  This short video will give you the insight you need to get started.

Estate Planning
Estate planning doesn't need to be complicated, but a lack of proper planning can lead to complexity and chaos for your family and loved ones.  Find out more about how we can help you take a pro-active approach and planning the easy part of the process.

Retirement Income Planning
Proper retirement income planning can make the difference between living the lifestyle you desire and out-living your assets.  Watch this brief video to learn what you need to consider as you move towards your own retirement.

Retirement Savings
Deteriming how much money you will need during retirement can be complicated, but taking a proactive approach to your retirement savings and investing can help you ensure you have all the bases covered.

Health Care in Retirement
A study of thousands of participants, conducted in 2010, found that handling health care expenses ranked number one among the worries investors face as they head into retirement.  This video describes some of the strategies you can adopt to help ensure you don't face the same worry.