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Retirement Videos

A Look at Self-Directed Brokerage Accounts

Some retirement savers choose this option in their 401(k) plan.     Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to…

Estate Planning Videos

A Primer for Estate Planning

Things to check and double-check.     Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving…