Category: Educational Videos

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    Videos

    3 Reasons To Consider Long-Term Care Coverage

    Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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    Videos

    How Millennials Can Pursue Financial Success

    Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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    Videos

    Diversified Growth

    Watch this video to learn about the Diversified Growth strategy.

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    Videos

    Diversified Tactical

    Watch this video to learn about the Diversified Tactical Strategy.

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    All Seasons

    Check out this video to learn about this strategy.

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    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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    Videos

    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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    Videos

    Passive vs. Active Management

    As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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    Videos

    Keeping Your Retirement Income Stream Growing and Flowing

    With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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    Aff;uenza

    Videos

    Affluenza

    Affluenza is a recent topic of debate in the news but many don’t understand what Affluenza is…or if it’s even real. So with Affluenza negatively impacting today’s youth, how can you avoid this epidemic? Watch the video below and contact us to discuss how you can avoid Affluenza in your home.

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