Video Library

Video Library

Triplett-Westendorf Interviews

Be a Millionaire Day

Widow’s Penalty WOI

Recession Fears WOI

Last-Minute Tax Tips

Gen Z & Financial Stress WOI

Social Security WOI

Couples & Money WOI

Financial Resolution Reboot WOI

New Year. New Rules WOI

Year-End Taxes WOI

Charitable Giving WOI

Holiday Conversations WOI

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Interest Rates WOI

Secure Act 2.0 WOI

World Financial Planning Day WOI

Life Insurance Month WOI

Living Paycheck to Paycheck WOI

State Fair Budgeting WOI

Inflation WOI

Planning for Holiday Shopping in July WOI

Bear Market Money Moves


Recession WOI

Investing Amidst Inflation WHO

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Saving for College

Credit Scores, WOI

Russia Ukraine & Market Volatility, WOI

Bad Social Media Financial Advice, WOI

Interest Rates WOI

Tax Changes, WOI

Financial Aid Awareness Month, Student Loans, WOI

Inflation 2022 – WOI

Christmas Movie Lessons 2021 – WHO

Student Loan Pause, WHO

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Charitable Giving – WOI-DT

WOI-DT – Work from Home

WOI-DT – Sandwich Generation

WOI-DT – Medicare Open Enrollment

WOI-DT – Early Holiday Shopping

Bond Alternatives

Sequence of Returns Risk *

WOI-DT – Delta Variant Money Questions

WOI – Summer Vacation Season Kicks Off

WOI-DT – COVID-19 & Kids Moving Home

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KCCI – Third Stimulus Bill

WOI-DT – Mid-Year Money Moves

WHO – Financial Literacy Month

KCCI – Where Is My Stimulus Check

WOI – Sales Tax Holiday

WOI – Inflation Concerns

KCCI – COVID-19 Vaccine Stimulus

WHO – Second Stimulus Bill Approved

KIMT – Small Business Stimulus Update

Interest Rates WOI

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* Your financial professional will receive compensation for the sale of insurance products to you and, therefore, a conflict of interest exists since they have a financial incentive to recommend insurance products based on the receipt of such compensation.

* The tax and legal information contained in this presentation is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

* The likelihood of various investment outcomes is hypothetical. These possible outcomes do not represent actual investment results. Past performance is no guarantee of future success. There is no guarantee or assurance that the projected or simulated results will be achieved or sustained. Actual results may be better or worse than the simulated scenarios.

* All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client’s portfolio. Historical performance results for investment indices and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment advisory fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that the portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.