Midyear Financial To-Do List
"Uncle Irv" - Irving Locker
Live A Meaningful Life
Charitable Contributions from IRAs
Market Thoughts and Investor360°® News
Capital Markets & Ten Financial Aid Myths
Your 2018 IRA Contributions
Market Update and Your 2019 Financial Calendar
Market Worries versus Economic Fundamentals
Market Thoughts & The Benefits of Qualified Charitable Distributions
A Time to Give Thanks
Plan Ahead for Disasters and Emergencies
A Look at October 2018 Market Volatility
Curbing Health Care Costs & Health Savings Accounts
September 2018 Market Update and Long-Term Care
Paul speaks at the San Francisco MoneyShow
Market Update and Credit Scores & Credit Reports
Market Thoughts and Transitioning into College
Market Thoughts and Our Investor360°
Market Thoughts & Estate Checklist
Market Thoughts and Tax Identity Theft
February 2018 Market Recap & Trade Tariffs
What does the Recent Market Decline Mean?
Market Update & 2018 Financial Calendar
Market Update & Online Holiday Safety
Daylight Saving Time & Cyber Security
Market Update & Important Family Conversations
Possible Effects of Equifax Breach
Market Thoughts & Plan Ahead for Disasters and Emergencies
Caregiving for Family Members: Stages & Resources
Market Update & National Parks Lifetime Senior Pass Opportunity
Market Thoughts & When To Start Long-Term Care Planning
Market Thoughts & Upgrading IE Software
Market Update and If Your Child Moves Home
Market Thoughts & 2016 IRA Contributions
Market Update & Securing On-Line Information
Year-End Financial Planning Checklist
2016 National Educational Conference
Market Risks After the Trump Bounce
After the Election, What Now?
Market Update and Estate Planning
What Does the Election Mean for Your Portfolio?
Market Update and A Guide For Talking With Your Doctor
Market Update and Yahoo! Breach
Market Update & Caring for Aging Parents
Live Webinar with Brad McMillan
BREXIT: What the UK.'s Vote to Leave the EU Means
Market Thoughts and Updated Investment Objectives
Updates to Investor360°®: Your Online Portal
Mind Over Money & Health Savings Accounts
Market Confidence Back & Financial Spring Cleaning
Why the Market Pullback? IRA Deadline; TED Lecture
Market Thoughts and February Financial Calendar
Your 2016 Financial Calendar
Market Thoughts & Year-End Financial Planning Tips
Social Security Rule Changes
Market Thoughts for October 2015
Market Thoughts & Back-to-School Budgeting
Today's Market Update
Market Thoughts and Maintaining An Adequate Emergency Fund
Video Series (Continued) & Long Term Care Coverage (Part II)
Video Series & Long Term Care Coverage (Part I)