Category: Educational Videos

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    Is Life Really So Bad Right Now? A Perspective Check

    Videos

    Is Life Really So Bad Right Now? A Perspective Check

    By Karin Grablin, CPA, CFP® Managing Partner/Wealth Advisor at SRQ Wealth With one “bad news” headline after another these days, it can be hard to keep a positive attitude, even for those us who have managed to stay healthy during this pandemic and keep our jobs. It’s time for a perspective check.

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    How much money will I receive from the CARES Act?

    Videos

    How much money will I receive from the CARES Act?

    Wondering how much money you will receive from the CARES Act? Watch this video to learn more about how relief payments are calculated.

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    Webinar: CARES Act Overview with SRQ Wealth

    Videos

    Webinar: CARES Act Overview with SRQ Wealth

    Congress recently passed the largest economic relief package in history. And while you may have heard about the rebate check most Americans will be receiving, there is plenty more that impacts individuals and businesses in the U.S.

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    Divorce & Finance

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    Divorce & Finance

    Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.

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    Estate Planning

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    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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    Financial Fitness

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    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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    Keeping Your Retirement Income Stream Growing and Flowing

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    Keeping Your Retirement Income Stream Growing and Flowing

    With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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    Who Wants To Be A 401(k) Extraordinaire?

    Videos

    Who Wants To Be A 401(k) Extraordinaire?

    Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

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    Is Your Advisor A Fiduciary?

    Videos

    Is Your Advisor A Fiduciary?

    A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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    The Executor’s Checklist

    Videos

    The Executor’s Checklist

    Have You Been Named Executor of an Estate or Will? Protecting and transferring assets of the deceased is an important responsibility and there are many things you will need to do. To help you keep track, watch this video for steps you can follow. Contact us for questions regarding your esta …

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