Financial Planning Basics
06/09/2021
IRA Planning Segment #1 
05/18/2021
Tax Planning 
04/21/2021
 

 

Cybersecurity
02/16/2021
 

 

 

 

 

 

 

 

 

IRA Planning Segment #2 
05/25/2021
Medicare Planning
04/19/2021
 
 
 
 
The Year in Review and a Look Ahead
12/17/2020
 
 

 

 

 

 

 

 

 

 

IRA Planning Segment #3 
06/1/2021
Look Whats Ahead Q1 Review
2021
 

 

Q3 Market Review
11/10/2020
 
Social Security Planning
09/15/2020
 
 
The SECURE Act
05/26/2020
 
6 Retirement Account Options
07/07/2020
 
 
Managing Through Covid
04/28/2020
 
 
 
 
CARES Act
06/09/2020
 
Coronavirus Economic Update
03/24/2020