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Videos

Short, actionable videos to help you make smart decisions in retirement.  

Basic Estate Planning Thumbnail

Basic Estate Planning

Whether your bucket of assets is large or small, estate planning can help you preserve those assets, manage money during your lifetime, and facilitate the administration of your affairs after death. If your goal is to consciously provide an organized strategy for your heirs you need to plan your estate. This video shows you the importance of doing it.

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ETFs Explained Thumbnail

ETFs Explained

This 3-minute video will help you understand How ETFs Work, ETF hidden fees and components of your ETF investments.

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