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How to Vet Investments

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By | October 16th, 2018|Investing, Videos|0 Comments

What’s The Difference Between Load and No Load Mutual Funds?

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By | September 13th, 2018|Investing|0 Comments

What is a Mutual Fund?

By | September 6th, 2018|Investing|0 Comments

What is a REIT?

The Savvy Minute: What is a REIT? Today's tip will cover "What is a Real Estate Investment Trust?" To watch this video click on the image above.

By | August 10th, 2018|Blog, Investing|0 Comments

Financial Planner vs Financial Advisor

To view the video click on the image above or the following link https://youtu.be/NRdHzuqdmPs

By | June 26th, 2018|Blog, Financial Planning, Investing|0 Comments

“Forget Johny Rivers, Just Make a Plan Stan”

If you would like to watch the video of Steve's reading of this poem you can click on the image above or the following link. https://youtu.be/tioccVNXI5s I heard this great little kids song called, “Planning Ahead” by the Lolliwinks.   Ok, so my taste in music is a little unorthodox, but hey, so is financial poetry. [...]

By | June 12th, 2018|Blog, Certified Financial Poetry|0 Comments

Buy or Lease?

Click on the image above or the following link https://youtu.be/doBr9tjZrWc to watch the video.

By | June 12th, 2018|Blog, Financial Planning|0 Comments

State of The Union

Watch the video of Steve's reading by clicking on the following link https://youtu.be/z7yicj_QKJQ or the  image above. "State of the Union" by Steve Wolff Certified Financial Poet The U.S. economy has recently awoke, It’s not just a matter of mirrors and smoke. Unemployment is now at a mere 3.8, That’s a low percent one can’t berate. Inflation is [...]

By | June 12th, 2018|Blog, Certified Financial Poetry|0 Comments

401k Catch Up Contributions

Watch the Video by Clicking on the image above. #SavvyUp

By | May 21st, 2018|Blog, Financial Planning, Videos|0 Comments