Many people are interested in socially responsible investing, also called sustainable, responsible, and impact investing, or SRI Investing. This type of investing lets people put their money into companies and/or industries that align with their personal values and...

As the new year approaches, our thoughts often turn to where we are and where we're going. Does your financial plan need fine-tuning? Check out this brief video.

I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house. Why? The turkey is fantastic! I have Alton Brown to thank.  Here is his recipe. The secret is in the brining. Not up for brining? Marketing...

Women have more opportunities today to pursue financial success than ever before. yet on their path to financial independence, women often face obstacles that their male counterparts don't. Let's look at some of these challenges and tips to overcome them in this short...

Chances are, your retirement income will come from a variety of sources, which will need to be thoughtfully and carefully combined, like pieces of a puzzle. Let's take a look at the more common pieces in this 3 minute video.

You’ve worked hard to provide for the ones you love. Make sure you can protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

Budgeting is the key to your child’s financial stability. This brief video will help guide and motivate your child (or yourself!) to get started on developing a budget today.

There are many types of trusts that can provide financial advantages for you and your family. Some offer control of how and when your assets will be distributed to your heirs. Others create tax efficiences by positioning assets outside of your taxable estate. An ILIT...

There’s a war being waged today in the streets of America, and sadly, many of us are losing the fight. It’s the war for your wallet – the conflict of wants vs. needs. How can you spend more wisely and start saving for tomorrow? Check out this 2-minute video for...

There are over 100 million people working in America today. Many dream of retiring some day. Financial security in retirement doesn't just happen - it takes planning and commitment, and yes, it takes money. Here are some planning tips in this short video that can help...