Smart Money Moves-Savings & Investing

This video teaches you the basics of saving and investing. Learn about different types of savings accounts, why it’s important to start investing early, the risks associated with investing, and the benefits of having a diversified portfolio. Get the guidance you need to make smart money moves and build your financial future.

Smart Money Moves-Credit & Spending

This video provides an overview of credit and spending. Learn how to open a credit card, the differences between debit and credit cards, how to use them responsibly, and strategies for avoiding debt. Get the information you need to make smart money moves and manage your credit and debit cards wisely.

Smart Money Moves-Developing a Personalized Spending Plan

This video will teach you how to develop a personalized spending plan that meets your financial needs. Topics include understanding your income, tracking expenses, creating a budget, and setting financial goals. Get the guidance you need to make smart money moves and achieve your financial goals.

Social Security-Intro to Social Security

This video provides an introduction to Social Security and its benefits. Learn how the Social Security system works, when to start taking benefits, the impact of delaying benefits, and strategies for optimizing your Social Security benefits. Get the information you need to make informed decisions about your financial future.

Social Security-When should I start taking it?

This video provides an overview of the different factors to consider when deciding when to start taking social security. It discusses the age ranges when you can begin taking benefits, the impact of delaying your benefit start date, how different investment and savings strategies can affect your benefit amount, and the potential risks and rewards associated with each decision.

Social Security – What happens if I wait till I’m older to start?

This video explores the risks and rewards of waiting until you are older to contribute to social security. It discusses the factors you to consider when making this decision, such as the impact on your total benefit amount and the maximum age you are allowed to start contributing. The video also provides an overview of the penalty and incentive structures related to delaying your contributions.

Investing Today

Investing Today is a presentation that covers the basics of investing, mutual funds, and guiding principles and strategies. The presentation begins by discussing Investment Basics, which covers the different types of investments available and their advantages and disadvantages, as well as the importance of diversifying investments and researching the market before investing.

Investing Today is an invaluable resource for anyone looking to start investing and make smart decisions.

Roadblocks to Retirement

Retirement is a major life decision, and many roadblocks make it difficult to achieve. Lack of financial planning and knowledge, economic uncertainty, and medical expenses are major factors in delaying retirement.

Retirement is achievable with proper education, planning, and budgeting. Here are some sample slides from our Webinar to help you dig deeper!