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  1. 5 For 5: Financial Planning in Your 50s

    Last Updated: 04/12/2021 in Video Library
     

  2. Setting Up Health Savings Brokerage Account

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Some plans offer additional investment options for your HSA through a Brokerage Account through Charles Schwab. This option allows you to select investment options outside of the core investments offered by your plan. This allows for more flexibilit...

  3. Change Investments - HSA

    Last Updated: 10/08/2024 in FSA/HRA/HSA HSA HSA Investments
    Once you have funds allocated to the investments within your HSA you will be able to change your investments and allocation percentages.  1.   Log In to your online account. If you cannot remember your log in or need help with the log in process, ...

  4.  What it means to be a Fiduciary

    Last Updated: 04/12/2021 in Video Library
    As a fiduciary, we have your your best interests at heart. This video outlines the value we provide and what it means to have a fiduciary acting on your behalf.    ...

  5.  Teach Your Kids the Golden Rule of Personal Finance

    Last Updated: 04/12/2021 in Video Library
    Do your kids know the golden rule of personal finance? Spend Less Than You Earn. Use this video to show them that spending less than they earn is their ticket to a successful financial future.   ...

  6.  Investment Policy Statement

    Last Updated: 04/12/2021 in Video Library
    Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.   ...

  7.  A Financial Blueprint for Millennials

    Last Updated: 04/12/2021 in Video Library
    Millennials have different financial challenges from their parents. Here is a Financial Blueprint for Millennials to use to figure out their unique financial goals.   ...

  8.  Retirement Income Education

    Last Updated: 04/12/2021 in Video Library
    To retire right you need to know what to do with what you've saved. Do you know your retirement options?  

  9.  What's in a Number

    Last Updated: 04/12/2021 in Video Library
    What’s in a number? When you invest everything you’ve earned into everything you own, there’s a piece of you in every number. Now, you can see everything you own all in one place. A private and secure location where your data is consolidated into ...

  10.  How to Reduce Debt

    Last Updated: 04/12/2021 in Video Library
    This video shows you ways to reduce debt and regain control of your personal finances.  

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