Educational Videos

AT&T rule of 75

The Modified Rule of 75

Watch the video below to learn more about the modified rule of 75 and the changes AT&T has made to the retirement package. Should you...
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How Much Money Is Enough?

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RMD Rollover Relief Update

The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity...
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The CARES Act – Part 2

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...
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Ask The JD

Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that...
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Are you interested in how the Cares Act will impact you or your family? Watch this short 2-minute video from one of our Wealth Managers,...

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