Broker Check

Market Update 2022

 - 3 Investment Strategies for Inflation -

Update April 2022



The War In The Market

 - 4 Investment Opportunities in 2022 -

Update March 2022



Pershing and Schwab

Tax Info for 2021

- How to Series-



Adding View Access

Charles Schwab 

- How to Series-




Savvy Social Security Planning 

- Video Series-

Part 4



Savvy Social Security Planning 

- Video Series-

Part 3



Savvy Social Security Planning 

- Video Series-

Part 2



Savvy Social Security Planning 

- Video Series-

Part 1



Savvy IRA Planning for Baby Boomers

- Video Series-

Part 5



Savvy IRA Planning for Baby Boomers

- Video Series-

Part 4



Savvy IRA Planning for Baby Boomers

- Video Series-

Part 3



Savvy IRA Planning for Baby Boomers

- Video Series-

Part 2



Savvy IRA Planning for Baby Boomers

- Video Series-

Part 1



The SECURE Act &

What You Need to Know

- Video Series-

Part 4



The SECURE Act &

What You Need to Know

- Video Series-

Part 3



The SECURE Act &

What You Need to Know

- Video Series-

Part 2



The SECURE Act &

What You Need to Know

- Video Series-

Part 1



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 4



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 3



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 2



12 Investment Opportunities in

the Midst of Corona Virus

- Video Series-

Part 1



Taxes In Retirement - Part 16

- Video Series-

Consider Roth IRA Conversions



Taxes In Retirement - Part 15

- Video Series-

Retirement Tax Planning - What account do you spend first



Taxes In Retirement - Part 14

- Video Series-

Medicare Enrollment - Coverage Gaps and Late Penalties



Taxes In Retirement - Part 12

- Video Series-

Working & Social Security - The Ugly



Taxes In Retirement - Part 11

- Video Series-

Working & Social Security - The bad



Taxes In Retirement - Part 10

- Video Series-

Working & Social Security - The Good



Taxes In Retirement - Part 9

- Video Series-

Different Approaches to Retirement



Taxes In Retirement - Part 8

- Video Series-

The Social Security Tax Torpedo



Taxes In Retirement - Part 7

- Video Series-

Know Your After-Tax Retirement Savings


Taxes In Retirement - Part 6

- Video Series-

Retirement Surprises


Taxes In Retirement - Part 5

- Video Series-

The Four Stages of Retirement



Taxes In Retirement - Part 4

- Video Series-

Developing A Solution


Taxes In Retirement - Part 3

- Video Series-

The Problem

Taxes In Retirement - Part 2

- Video Series-

A New & Complex World