06. Couples! How to Talk About Finances - Scott Sommers

Life is full of things to worry about, and a surveys show that two-thirds of people are more afraid of running out of money in retirement than they are of actually dying.  That may seem surprising, bu...

4 Des 20204min

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost of college has risen astronomically. Since 1987 we have had o...

20 Nov 20205min

Don't let retirement catch you off guard. Learn about the three common mistakes people make when calculating finances and how to avoid them.

13 Nov 20203min

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially that anyone can figure out how to do something by spendin...

6 Nov 20203min

Can A Financial Advisor Help You?Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in fact have the data to back it up. In today’s Bench Talk, we’re going to dis...

23 Okt 20203min

What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors and the likes as shrewd investors who outsmarted the m...

9 Okt 20203min

The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement, Yogi’s words are spot on. Today, instead of lecturing you on...

2 Okt 20203min

Sometimes our advisors can inhibit us from our financial goals. This week, Greg walks you through common mistakes that advisors make and how to find one that fits you.

18 Sep 20205min