Videos

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Feeling Overwhelmed by Financial Planning? Start Here.

Retirement is Not Just About Leaving Work

Why a Financial Dream Team can be Your Next Best Move

Are You Ready to Retire - Or Just Ready for a Change?

Make Every Penny Count: A Step-by-Step Guide

Why the Budget Might Not Be the Problem

Retirement Mistakes You Want to Avoid

Special Needs Trusts

Simplify, Simplify, Simplify

Maximize Your Inheritance:
Smart Strategies for Long-Term Wealth

The One Big Beautiful Bill Act

529 Plans: What's Changing in 2025

Roth IRA

Life's Big Moments: Is Your Financial Plan Ready?

Navigating the Effects of Inflation on Your Financial Plans

Find Your Balance

Back Door Roth IRA

Taking Control After Life Changes

Will I Have Enough Money After I Retire

Bull Market

Investing with Purpose: The Disciplined Path to Financial Goals

Asset Allocation

Don’t Get Lost: The Importance of a Financial GPS

Post-Separation Financial Challenges

Consolidate

Protect Your Identity This Holiday Season with Eversafe

Social Security

4 Rules for the Financial Road You Are On

Long Term Care

4 Financial Tips After The Loss of a Spouse

Tax Planning Software

Will I Have Enough Money After I Retire?

Connie Contu (Registered Representative) - Meet the Team

Chelcey Gray (Operations Manager) - Meet the Team

Laural Brown, AIF^® (Financial Professional) - Meet the Team

Remington, WOOF (Professional Dog) - Meet the Team

Jim DeLaura (Financial Advisor, RJFS) - Meet the Team

Ken Whittaker CPA/PFS*, CFP^®, CLU^®/ChFC^®, AIF^® (Branch Manager, RJFS) - Meet the Team

Ken Whittaker - Aging Parents