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  1. Economic Reality: Americans overspend and under save

    Americans overspend and under save. We must strengthen our personal economies to save America's economy.  
  2. Life in a Box

    Remember when you were a kid. Things were so simple and life was good. Everything you owned could fit into one box—all your worldly possessions in one safe place. As time passed you collected more things…and more boxes. Life became less simple. Do y...
  3. Credit Cards vs. Debit Cards

    This video explains the difference between Credit and Debit Cards and the basics of bankcards and how to use them wisely.   ...
  4. Eldercare: A checklist for taking care of your aging parents

    Taking care of one's aging parents can be emotional and expensive. This video provides a checklist on what to do.   ...
  5. Buy or Lease a Car

    What’s the better choice when looking at getting a new car? This video explains the financial advantages between buying or leasing a car when you’re young.   ...
  6. College Savings: What you need to know to get started

    60% of families don't have a college savings strategy. Watch this video to learn what you need to know to get started.   ...
  7. Asset Allocation: Help reduce your risk

    Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.   ...
  8. Business Planning

    Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smooth ownership transition in the future.
  9. Family View

    Managing personal finances can overwhelm many aging seniors. TotalWealth powered by eMoney helps you monitor your parents’ complete financial picture so you can provide support if necessary.
  10. What is Covered Under My Medical FSA/HSA?

    Eligible medical expenses are those incurred primarily to alleviate or prevent a physical or mental defect or illness. They do not include expenses that are merely beneficial to general health, such as vitamins or a vacation. Qualified medical exp...