Video Description Video Length Date Added
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A team of professionals...

N/A6/30/2008 11:24:42 AM
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As time goes by, your "life stages" require a fresh financial look

6/29/2008 9:32:19 AM
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Becoming your parents caretaker can be difficult, but it's very important to them

6/28/2008 9:27:16 AM
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Divorce requires financial professionalism

6/27/2008 9:30:15 AM
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Every client has unique aspects of what they want

6/26/2008 9:31:31 AM
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He is still working and I'm having fun...

N/A6/25/2008 11:24:33 AM
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Hear from our investment managers on the economy and what that means to your investment portfolio

6/24/2008 9:32:54 AM
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I was recently divorced, and decided I wanted a financial planner

N/A6/23/2008 11:24:52 AM
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Our first financially thinking video - using credit cards correctly

6/22/2008 9:37:19 AM
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Over time, a non-deductible IRA can still be beneficial

6/21/2008 9:34:36 AM
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Pass IRA to Heirs and Defer Income Tax

6/20/2008 9:33:22 AM
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Plan your charitable gifts early and look at the different ways of giving back to others

6/19/2008 9:25:40 AM
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Understanding how and where you are spending your money

6/17/2008 9:29:49 AM
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What do you want your money to do for you?

6/16/2008 9:30:40 AM
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When does it make sense to exercise stock options?

6/15/2008 9:35:07 AM