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|

Estate Planning Insights

estate planning insightsMike McCann recently helped his dad through a difficult life transition – from having full independence to living in a memory care facility. There are several estate planning pitfalls people often encounter. His dad avoided all but one. In this brief video, Mike shares key estate planning insights he gained in the process.

Most importantly, he learned that communicating your wishes to your loved ones is critcal. It’s a step that should not be put off.

Estate Planning Insights

By |2019-08-14T13:59:44-07:00July 8th, 2019|Estate Planning, Video Blog|