Video Library 

What is Lock Shop and Go?

Hi everyone and happy new year! Marie here – in todays video we are discussing a new program called Lock, Shop, and Go! This is a no brainer for many of our clients with very little downside – Learn why!

How to Plan for Success

Hi everyone and happy new year! Marie here – in todays video we are discussing how to plan for success in the current market. Learn more by watching the above video!

Should You Do a Bi-Weekly Payment?

Hi everyone and happy new year! Marie here – in todays video we are discussing the commonly asked question: Should I make a Bi-Weekly payment or Monthly payment? In many cases we advise against biweekly payments but I wanted to go over the math about why biweekly payments can be a mixed bag. Listen to the video to learn more.

What is the 2/1 Buydown?

Hi everyone and happy new year! Marie here – in todays video we are addressing the commonly discussed 2/1 buydown. So what is a 2/1 buydown and should you consider it in the current housing market?

What is Your Rate Going to Be?

Hi everyone and happy new year! Marie here – in todays video we are addressing the commonly asked question: “What is my rate going to be?” Although it may seem like a straightforward question, there are a ton of important things to keep in mind. Learn more in the video!

Diversifying for Retirement, David Dick, CFP

What things can you do to spread your risk out? How does that affect your returns? David Dick, CFP highlights some tactics you can use.

Is a HECM on Your Radar? David Dick, CFP

Why do financial advisors recommend reverse mortgages? Will you be better off tapping your equity for retirement? David Dick, CFP examines some of the reasoning behind using equity in retirement.

Market Volatility in 2023, David Dick, CFP

Market Volatility for 2023, David Dick, CFP David discusses some of the things we may see in the year ahead and discusses strategies for retirement.

Maximize Your Social Security, David Dick, CFP

David Dick, CFP covers a number of ways you can get more out of your social security benefits.

Maximize Your Retirement, David Dick, CFP

What things can you do to maximize your retirement? David Dick, CFP discusses things you can do to maximize retirement success

Dig Your Well Before You’re Thirsty, David Dick, CFP

What things can you do to ensure your financial plan has the greatest probability of success? David Dick, CFP discusses how methodical planning can help ensure a brighter future.

Market Perspective for 2023, David Dick, CFP

Market Perspective for 2023, David Dick, CFP What can we expect and how should we plan for the coming volatility?

How to Get More Retirement Best Bang For Your Buck, David Dick, CFP

What money management techniques will make the biggest difference in your financial future? David Dick, CFP discusses the most helpful things he sees in his practice.

Are Rental Properties Advisable in Retirement? David Dick, CFP

What issues might you face with rental properties in your retirement portfolio? David Dick, CFP reviews pros and cons with a few suggestions.

Should You Pay Off Your Mortgage Early? David Dick, CFP

Should you pay off your mortgage early? David Dick, CFP David discusses the pros and cons of early payoff and how best to decide.