All Videos

Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.

Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.

RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?

Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.

Saving for College 101
Here’s a crash course on saving for college.

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.

It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.

The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.

Retirement Redefined
Around the country, attitudes about retirement are shifting.

Surprises
Making the most of surprises is a great reason to work with us.

Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.

The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.

Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?

Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.

Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.

The Business Cycle
How will you weather the ups and downs of the business cycle?

The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.

Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?

The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Smart Investors Know
Savvy investors take the time to separate emotion from fact.

The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.

Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?

Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.

When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?

Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.

Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.

To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement
What does your home really cost?

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?

Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.