How to Budget
The word “budget” sounds like a dirty word to some but it’s necessary to be financially responsible. Keeping a budget gives you clarity on where your money goes so you can reach your financial goals. In this video, Rob Auclair shares with you the steps to create and maintain a successful budget. Topics Discussed: Identify […]
COVID Impact on the Election and Stock Market
The upcoming election and stock market are two topics currently on the minds of most Americans, and the COVID pandemic has had a tremendous impact on both. In this video, Rob talks about how the pandemic has influenced both the election and the stock market and how you can avoid being negatively impacted during this […]
The Secure Act
Many people wonder how they can save more money for retirement. In this video, Rob and Greg Porcaro of Greg Porcaro & Associates talk about the Secure Act, how it is intended to help you save more money from a tax standpoint, and what you need to know about it. Topics Discussed: What is the […]
Word of the Day: Progress
Do you think that progress or perfectionism is more important? In this video, Rob talks about how going through progress makes more sense than striving for perfectionism, and discusses five ways that progress is more important than being perfect. Topics Discussed: What is progress? Does being a perfectionist lessen your self worth? Why is progress […]
Choosing a Financial Planner
Choosing an advisor but don’t know where to start? In this video, Rob shares what your advisor should provide to you, and personal traits are important for an advisor to possess. Topics Discussed: Do they offer a financial plan? Do they offer asset allocation? Do they communicate? Do they have resources? The opinions voiced in […]
Financial Planning for Snowbirds
Are you a retiree considering buying or renting a second home to spend your winters in some warmer weather? In this video, Rob talks about what you need to know before you commit to moving south. Topics Discussed: How important is location? Should you buy or rent? Is the house for business or pleasure? What […]
Estate Planning
Estate planning can be very overwhelming. In this video, Rob and estate planning expert Bridget Mullaney discuss estate planning, asset management, and what your options are. Topics Discussed: What is a revocable trust? What is asset management? Is a trust right for you? Probate avoidance The opinions voiced in this material are for general information […]
Word of the Day: Balance
Do you have balance in your life? In this video, Rob talks about what balance is and shares with you tools to balance life and work. Topics Discussed: What is balance? Why is having balance in life important? Can a lack of balance in your life affect your health? What are ways to balance your […]
Understanding Investment Fees
Paying fees is inevitable, but do you always know where to look for them and what they mean? In this video, Rob discusses various types of investing fees, how they can add up to cost you over a period of time, and how to avoid paying them. Topics Discussed: What do different fees represent? How […]
Myths in the Real Estate Market
In this video, Rob and real estate agent Chad Kritzas debunk some of the current myths about the real estate market and discuss past and current market trends. Topics Discussed: What were the market trends towards the end of the year? What are the current market trends? Do you need to pre-approve to find a […]