NEWS & COMMENTARY

Technical Tuesdays

Should You Pay off Your Mortgage Early?

 Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, discuss the financial and emotional reasons to consider when deciding whether to pay off your mortgage early. Should You Pay off […]

Read More

Taxes: To Self-Prepare or Hire a Tax Professional?

 Kim Basenback, CFP®, and Mike Zarrelli, CFP®, share their thoughts about when to prepare your own taxes and when to consider hiring a tax professional. Taxes:  To Self-Prepare or […]

Read More

Managing Finances for Married Couples

Kim Basenback, CFP®, and Mike Zarrelli, CFP®, discuss managing finances for couples in this edition of Technical Tuesdays. Managing Finances for Married Couples Transcript Mike: Hey, everyone. Welcome to our […]

Read More

Cryptocurrencies Part II

 In this Technical Tuesdays video, Mike Zarrelli and Derek Kravitz continue their discussion on Bitcoin and cryptocurrencies.  CRYPTOCURRENCIES PART II TRANSCRIPT Mike: Welcome back to Technical Tuesdays. We’re going […]

Read More

Benefits of a 401(k)

 In our March 2021 Technical Tuesdays video, Mike Zarrelli and Derek Kravitz talk about 401(k)s and their importance. Benefits of a 401(k) Transcript Derek Kravitz: Hi, everybody. This is […]

Read More

Cryptocurrencies

 Derek Kravitz and Mike Zarrelli discuss what cryptocurrencies and Bitcoin are and share the implications of this asset class.   Cryptocurrencies Transcript Derek: Hi, everybody. This is Derek with […]

Read More

Financial Goals for the New Year

 Kim Scott and Derek Kravitz discuss smart goal setting in our first 2021 edition of Technical Tuesdays. SMART Goals Transcript Derek Kravitz: Hi everybody. Welcome to another Technical Tuesdays […]

Read More

Cybersecurity

 Brady Darrington, Senior Operations Manager, discusses cybersecurity and shares some of the best industry practices that may help you feel more comfortable in today’s cyberworld. CYBERSECURITY TRANSCRIPT Hi. My […]

Read More

Stock Splits

Kim Scott and Derek Kravitz discuss what a stock split is and what it does, as well as share some recent examples. STOCK SPLITS TRANSCRIPT Kim: Hey, everyone. Welcome to […]

Read More

SEND US A MESSAGE

  • This field is for validation purposes and should be left unchanged.