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Podcasts

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An Interview With Teddy Cummins

How has your life shaped your views on money, saving and debt? Chris Interviews Teddy Cummins about his life. They discuss what Teddy has learned about money over the years. He also talks about his change of perception regarding debt. The way in which a person was raised and the experiences they encounter in their adult life both contribute to their views on money, saving and debt.

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Year End Planning For Investors

Assessing your financial situation now and discussing potential year-end financial strategies with your advisor can potentially help reaffirm your overall financial plans. Review the coordination of your estate, retirement, investments and tax plans to see if your time horizons and risk tolerance are still aligned with your goals.

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