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Videos

RMD Formula

Economic Headwinds...Is it a good time to rebalance?

ibonds

Avoid Taxes SS Benefits

4 Percent Rule

The Secure Act 

What the Fed Hike Means


Social Security Mistakes


How Geopolitical Events Affect the Markets

Celebrating 25 Years of Helping Clients

Income Allocation

Lazy Money

$1 Trillion & US Debt in Physical $100 Bills

Top Financial Tips in the Era of Trump

Financial Health with Nina Pineda

How to Weather the Coming Financial Storms

Gallup Poll on Taxes

10 Minute Lesson on Life Insurance

Prince’s Estate

Working with Your Ed Slott Elite IRA Advisor

Ed Slott IUL Tax Free Retirement

Extra: How It Got So Bad

State Budgets: Day of Reckoning