Videos

What is a Robo Advisor?

This video makes a vivid case that qualified financial advisors know their clients’ needs and goals far better than any computer program. Professional financial advisors use technology to enhance their expertise, not to replace it.

College Savings

60% of families don’t have a college savings strategy. Learn what you need to know to get started.

How We Help Widows

Debbie discusses how we help widows to create a plan for their future, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack.

Financial Planning Considerations for Women

Debbie discusses financial planning considerations for women and how important it is to have a financial road map, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack.

Building a Team in Divorce

Debbie discusses how women should build a team of professionals when facing divorce, during her interview with Consuelo Mack on the nationally syndicated television show, WealthTrack.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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