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,...

VIDEO – Reverse vs Traditional Mortgages

1-Minute Video: Video Transcript: One of the most frequently asked questions about reverse mortgages is, “How does it differ from a traditional mortgage?”   With a traditional mortgage, you make your payments each month, slowly chipping away at the loan balance a...