Video Blog

Make Positive Life Changes

Many people dream about suddenly getting a large sum of money. You win the lottery. Perhaps you receive a significant inheritance. But few think about how they will handle the responsibility of their newfound wealth. Lupe Camargo recalls a young woman who came to her for help. The woman had not handled money well in the past and feared she would make poor choices with a recent inheritance. They discussed small steps she could take to make positive life changes that would have lasting impact on her finances and her family’s well-being.

In this moving, five-minute video, Lupe shares the impact this experience had in her own life and career, as well.

By |2019-08-14T13:59:43-07:00December 9th, 2019|Advisors, Financial Planning, Video Blog|

529 Education Savings Accounts and Grandparents

529 education savings accountsGrandparents often want to assist their grandchild with college. But they don’t know the best ways to help. In this brief video, Jim Mailliard talks about grandparents and 529 education savings accounts.

These investment vehicles are state-sponsored college savings plans. They invest money on behalf of participants, much like mutual funds invest shareholder money. Earnings grow tax-deferred, and withdrawals can be used for a variety of qualified education expenses.

 

By |2019-08-14T13:59:43-07:00November 12th, 2019|Advisors, College Planning, Video Blog|

Planning Your Financial Future

Planning Your Financial FutureWhy do you need a written financial plan? Would you take a cross-country road trip without a plan or itinerary? Planning a road trip is like planning your financial future.

In the two-minute video below, Mike Larriva uses this analogy to explain how a written plan helps you get where you want to go.

After watching, if you’d like to learn more about our financial planning process, click here.

 

By |2019-08-14T13:59:43-07:00September 9th, 2019|Advisors, Financial Planning, Video Blog|

Tell Me About Your Health

tell me about your healthA caring financial planner will talk with you about more than just money. Experience has taught Lupe Camargo how important it is to have discussions about health with her clients. “Tell me about your health.”

In this brief video, she shares insights about how taking care of your health is just as important to a fulfilling retirement as careful investment planning. Maintaining physical fitness, emotional strength and mental vitality will help you enjoy retirement to the fullest.

 

 

While it may feel unusal for a financial advisor to say “tell me about your health,” proactive health care planning is an important part of getting ready for retirement. Long-term care insurance is one important part of that plan. Learn one of the key reasons why in this brief article.

By |2019-08-14T15:24:34-07:00August 12th, 2019|Retirement, Video Blog|