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All Resources

Why You Should Avoid Probate

While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.

The Importance of Rebalancing

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

Buckets of Money!

Buckets of Money!

What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk?  On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure...

Minimizing Unexpected Taxes

Minimizing Unexpected Taxes

Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your...

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