This video blog is intended to educate, enlighten, and ( hopefully) persuade. We built this library of “plain English” short videos because our clients and prospective clients regularly tell us that they find certain financial subjects, products, rules, or strategies confusing, or unclear. So, our intention here is to try to have the viewer come to a better understanding of the given subject or topic, and be more comfortable in discussing it or in considering it for their own overall plan.

Looking for a short Educational Video on a specific subject? These search categories will help:

From New Jersey to Ecuador – A Financial Advisors thoughts on Ecuador vs USA

A Plain English Introduction to NFTs – with Robert Ryerson and Louis Terrero

A Plain English Look at Property Taxes – What You Need to Know With Tom Mancuso, CTA

Don’t avoid learning about Cryptos – A Plain English Primer, with Jon Moore aka Jonny Litecoin

The Benefits of Using Self Directed IRAs – with Alan Johnson

10 Things Divorced People Must Do! With Michele Crupi, Esq.

A Plain English Look at Reverse Mortgages – A Surprisingly Flexible Retirement Planning Tool

BE CAREFUL! The Skinny on Inherited IRAs

How to Avoid the 6 Major Types of Identity Theft!

Is Your Estate Plan in Order? Smart Steps to Take Now! With Christina Hardman-O’Neal, Esq.

A Powerful IRA Strategy You’re Not Using – the QLAC!

People Don’t Want to Talk About This ….. But They Really Need To!

What’s New in the Retirement Plans Arena? With Charles Rosenberg, Certified Retirement Admin.

The New Rules About RMDs – Some Good News! Here’s What You Need to Know!

A Plain English Look at Medicare – What You Need to Know – With Peter Hegel