Educational Videos

Should you have questions regarding the newest COVID-19 Relief Bill, please click here to contact an advisor today!

What should you do with your Required Distribution Minimum (RMD)? Defer it or pay it back? Take it as income? Pay direct as a Qualified Charitable Distribution? Find out by listening to the video!

Do you know the advantages of your Health Savings Account? Listen to hear the top 3 advantages of your Health Savings Account!

How can the CARES ACT help make your healthcare needs more affordable? Watch the video to learn 3 practical ways the CARES ACT can help you and your family today!

Are you interested in how the Cares Act will impact you? Watch this short 2 minute video to find out.