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Educational Videos

The Importance of Long Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility. This type of care is not covered by Medicare, supplemental Medigap policies, or other traditional health care insurance. Planning for long-term care now can help prevent the cost from becoming a financial burden down the road.



Healthcare and Long Term Care in Retirement

For many people, navigating the maze of health insurance options—from employer-based plans to individual policies—can be overwhelming. Much of that changes at 65. Here is a breakdown of how Medicare works—and your coverage options for filling in the gaps.


Investing During an Election

Like any big news event, U.S. presidential elections can cause ripples and even waves in the stock market. Changing your investment strategy in response to the market’s short-term ups and downs can end up doing more harm than good. Here’s a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility.


6 Steps To Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during - and after - a divorce.


3 Kid Friendly Ways to Start Introducing Your Kids to Money

Most of you may be at home playing the role of teacher right now. We've got a question for you......Do any of these subjects include money? In this video, Elsa Segal will share with you 3 kid friendly ways to start introducing your kids to money!



Are You Ready To Retire? 6 Tasks You Need To Complete!

Are you ready to retire? In this video, Glennel Jordan and Kelley Tom, will discuss 6 tasks you will need to complete in order to confidently answer this question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

Leaving a Lasting Legacy

Although there is a financial component to leaving a lasting legacy, it encompasses so much more than just money. It's about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. Today, Elsa Segal and Glennel Jordan will explore that topic a little further.

5 Tips for Handling Market Volatility

Does the stock market volatility make you nervous? Here we have Kelley Tom and Glennel Jordan, both Certified Financial Planners, talking about 5 ways we can handle market volatility! If you have any questions, please reach out to us. We would love to talk to you. Mahalo!


6 Ways the Secure Act Can Impact Your Retirement Plan

The Secure Act which stands for Setting Every Community Up for Retirement Enhancement became law in December. There are changes that can affect the way you make your money work for you. Kelley Tom and Glennel Jordan discuss the 6 ways the Secure Act can impact your retirement plan.


Three Common Behavioral Biases

In this video Glennel Jordan and Kelley Tom will discuss three of the most common behavioral biases and how they will impair our investment decisions.

Request Access to Previously Recorded Webinar 7/22/20: How To Have a Sustainable & Happy Retirement

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