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Videos
November 21, 2024
Year-End Tax Strategies to Maximize Savings
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September 24, 2024
Washington Update 2024
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September 11, 2024
Property and Casualty with Shane and Phil
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July 23, 2024
Mid-Year Market Update with Mary Ann and Rory
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June 26, 2024
#1 Mindset Shift
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June 3, 2024
Rest, Eat, Move!
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February 22, 2024
Making Sense of Medicare
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November 17, 2023
Year-End Tax Planning
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October 26, 2023
Social Security, The Choice of a Lifetime
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September 6, 2023
Choosing a Lump Sum Payment vs a Pension
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