Videos

Tax Law Surprise Inside

Congress recently released a blueprint of the tax changes they plan to make. Some parts are surprising, some aren’t. Bottom line: Will your taxes go up?

I made a short video discussing what you need to know and what you might need to do next.

Is Life Insurance Worth It?

We often feel like we “should” have it. But do we really need it?

Life insurance, I mean.

The stats say that a little more than half of Americans have some sort of life insurance coverage. And another 16% say they need it but don’t have it. (1)

Do you really need life insurance? Or is it a waste of time and money?

I made a short video with the key questions that can help you decide.

3 Short-Term Strategies for Long-Term Wins

As post-pandemic life starts to return to “normal,” we’re starting to look toward our long-term goals again. Alas, uncertainty remains.

So, how do we bring the long run into focus without getting derailed by the short run?

I made a quick video discussing 3 strategies you can use in the short term to help you win in the long term!