Welcome to our Educational "Take a Minute" Videos! 


How and Why To Wear A Mask.

You have died, now what? The probate process.

Will vs. Trust, what is the difference?

What is a comprehensive estate plan?

Self-Care During The Pandemic

Are you taking a minute for yourself?

What is an ETF?

Are you properly allocated for volatile markets?

How Mutual Funds are Taxed.

What is a Mutual Fund?

Roth IRAs vs. Deductible IRAs- Which One Is Best For You? 

Top 4 Reasons Why You Should Have Life Insurance! 

Changes to the SECURE Act and How Life Insurance Can Benefit You! 

Do You Need Life Insurance? 

Make Sure You Have The Right Beneficiaries Listed! 

What Happens To Your IRA (Post SECURE Act) After You Pass Away?

What is an RMD: Required Minimum Distribution?