To Roth or Not to Roth 2
01.31.2024 // Tutorials
See More

Year End Planning
06.02.2023 // Tutorials
See More

To Roth or Not to Roth
02.09.2023 // Tutorials
See More

Where is My 1099?
01.31.2023 // Tutorials
See More

PET
01.13.2023 // Tutorials
See More

What To Bring To Your First Meeting With a Fiduciary
12.15.2022 // Tutorials
See More

Welcome to Tampa
11.11.2022 // Tutorials
See More

Should I Change My Investments Now?
09.14.2022 // Tutorials
See More

How To Pick a Financial Advisor
08.23.2022 // Tutorials
See More

Death of the Backdoor Roth IRA
08.18.2022 // Tutorials
See More

Where Do You Get Your Financial News?
08.17.2022 // Tutorials
See More

Should I Payoff My Mortgage?
08.17.2022 // Tutorials
See More

How Do I Transfer My Accounts?
08.18.2022 // Tutorials
See More

Interview Update
05.09.2022 // Tutorials
See More

4 Stages of Financial Planning Update
05.09.2022 // Tutorials
See More

401k and Your Business
12.16.2021 // Tutorials
See More
What team of experts do I need to open a new 401(k) or qualified retirement plan?

What team of experts do I need to open a new 401(k) or qualified retirement plan?
10.27.2021 // Tutorials
Marsha Werner and Lee Werner talk about their process to open ...
 See More
What exactly is a fiduciary? And Where can I find one?

What exactly is a fiduciary? And Where can I find one?
06.24.2021 // Tutorials
How do you know if your financial advisor is really acting in y...
 See More
What Should I Do When a Loved One dies and I am the successor trustee/executor?

What Should I Do When a Loved One dies and I am the successor trustee/executor?
06.24.2021 // Tutorials
5 Steps for when a loved one passes away: Being named the exec...
 See More
What estate checklist does an expert Administrative Assistant utilize upon learning a beloved client has passed?

What estate checklist does an expert Administrative Assistant utilize upon learning a beloved client has passed?
06.24.2021 // Tutorials
Marsha Werner interviews Kim Tuzzolino, the team’s Senior Regis...
 See More
Load more
Reset