More and more, you are likely seeing mutual funds that have the letters “E-T-F” at the end of their name. What does that mean? Well, it means that “mutual fund” ...isn’t actually a mutual fund at all. It’s an Exchange Traded Fund. And what does that mean?? That’s…a great question. Check out our latest vlog, “Investing! The Difference Between Exchange Traded Funds and Mutual Funds (and Why it Matters…)” to learn more.

This week’s video is about a common tax misconception. And, when it comes to tax misconceptions…there are certainly a lot of them. Why is that? Because taxes are complicated. (And they probably always will be.) But today’s vlog is about one that I feel I hear quite often, and therefore felt I’d try to clear up a bit.

Life’s transitions are a good time to speak to a financial professional. And few transitions can have a greater impact on your financial life than divorce. In this week’s vlog, I speak with fellow CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED DIVORCE FINANCIAL ANALYST™ practitioner, Julie Quick. In our discussion, Julie identifies a top priority she feels should be addressed by every divorcing client, as well as one place where things can sometimes go wrong.

If you’ve ever had the thought, “I’m going to get my personal finances in order,” but didn’t really know where to start, this week’s vlog, “The Financial Pyramid, Cash Flow and Budgeting,” is for you. In this video, Jeffrey A. Drayton, CFP®, CDFA®, EA talks about the very base of The Financial Pyramid, a hierarchy for financial prioritization and decision making, and how managing your cash flow and preparing an effective budget can make you the “Chief Executive” of your financial health.

In creating your Financial Plan, what is the step in building wealth that goes even before putting together that “perfect” investment portfolio? On your road to building wealth, one critical element is to create a plan to protect you from those things that can potentially make you…really poor.