Video Marketing – Inherited IRA

Watch the video on our YouTube Channel Video Transcript: If you’ve become the beneficiary of an IRA or other retirement account, it’s important to know your options. You can take the money out in one lump sum. This requires opening an account called an Inherited IRA...

Health Savings Account – Whiteboard Video

1-Minute Video:  Video Transcript: A Health Savings Account is a personal savings account you can set up to help lower your overall medical costs. An HSA account allows you to set aside pre-tax dollars for covered medical expenses like deductibles, copayments,...

Whiteboard Videos for Medicare – Retirement

1-Minute Video: Video Transcript: Many pre-retirees are uncertain about their choices when it comes to enrolling in Medicare. There are 2 main ways to get your coverage – you can choose the traditional fee-for-service Medicare, known as Original Medicare, or a...