Videos and Blogs 

Most people set financial goals with good intentions. And most people have heard of SMART goals. Here's how you can use SMART goals to achieve your financial goals.

Many adults have aging parents who are in need of health-care and living assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care.

Share with your family the importance of giving during the holiday season with these 15 fun and simple ways to give back.

Retiring early to become a full-time family caregiver is a major life transition and requires careful planning. Read more here.

Retirement has its advantages, even tax advantages. In this video Joe breaks down three strategies to consider when you retire early, before you collect social security, or before you start taking a required minimum distribution from your retirement accounts.

Where will your retirement money come from? Social security, 401k, IRA, savings? Coordinating your investments and your withdrawal strategy can impact your income in retirement.