Planning Playbook

The ABCs (and Ds) of Medicare

Healthcare costs are a major concern in retirement, but Medicare can help. With nearly 97% of seniors covered by Medicare, understanding your options is crucial whether you’re already retired, planning ahead, or helping family members. This informative video...

Your Guide to Mortgage Options

Your Guide to Mortgage Options

Whether you're a first-time homebuyer, buying a second home, or looking to refinance, understanding the nuances of mortgages is crucial for making informed financial decisions. Learn about traditional and non-traditional mortgage options. If you know someone who might be buying a home and could benefit from this video, please share it with them.

What a Will Can and Can’t Do

What a Will Can and Can’t Do

Without an updated will, your loved ones could face legal battles, property delays, and even family feuds. Discover how this simple document can bring peace of mind, save money, and avoid drama after you're gone, and educate yourself about other estate planning...

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