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  • College Savings: Is Your Plan Realistic? - Duration: 73 seconds.

    • 5 years ago
    • 165 views
    The cost of a college education keeps rising. Are you saving enough? We'll help you plan for your children's success.
  • Wealth Management, The Accretive Way - Duration: 97 seconds.

    • 5 years ago
    • 384 views
    Our team of experienced financial services professionals is dedicated to working with you to create a financial life plan that targets the short-term and long-term needs of you, your family, and yo...
  • Security Features for our Planning Tool - Duration: 2 minutes, 37 seconds.

    • 5 years ago
    • 39 views
    This video talks about the security features of our financial planning tool.
  • Irrevocable Life Insurance Trust - Duration: 2 minutes, 28 seconds.

    • 5 years ago
    • 230 views
    Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.
  • What is a Trust and Who Needs it? - Duration: 2 minutes, 20 seconds.

    • 6 years ago
    • 32,677 views
    Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.
  • How To Save For Retirement - Duration: 2 minutes, 35 seconds.

    • 6 years ago
    • 830 views
    Financial security in retirement takes planning and commitment. You can do it, here's how.
  • Financial Planning for Dentists - Duration: 2 minutes, 43 seconds.

    • 6 years ago
    • 111 views
    As a dentist, you're very busy juggling the financial demands of your professional and personal worlds. This short video shows how you can make your financial life less complicated.
  • How to Reduce Your Debt? - Duration: 3 minutes, 18 seconds.

    • 6 years ago
    • 335 views
    Debt is not bad for all of us. But excessive debt can ruin our finances and reduce our chance to save for retirement. Here are some valuable tips to reduce your debt.
  • Ways To Pay For College - Duration: 2 minutes, 43 seconds.

    • 6 years ago
    • 127 views
    College expenses are rising at an alarming rate of 5-6% annually. The cost of attending a four-year college in 10 years is estimated to be $139,028 at a public institution, or $248,878 at a private...
  • The Power of Small Business - Duration: 3 minutes, 53 seconds.

    • 6 years ago
    • 372 views
    Small-business owners provide 50% of private sector employment and generate 65% of new jobs, working long hours to take care of their businesses and employees. Who takes care of them? A team of fin...
  • Have You Calculated Your Retirement Income? - Duration: 113 seconds.

    • 6 years ago
    • 131 views
    Have You Calculated Your Retirement Income?
    Retirement cost is going up every year. Do you know how much you will need to live comfortably during your retirement? If not, this video will help you c...
  • The War for Your Wallet - Duration: 2 minutes, 27 seconds.

    • 6 years ago
    • 26,936 views
    Advertisements tell you to buy today, but your future is telling you to save for tomorrow. Before making a purchase, ask yourself this question: "Do I really need it, or do I just really want it?" ...
  • Why You Need Life Insurance - Duration: 112 seconds.

    • 6 years ago
    • 1,708 views
    Life insurance isn't about your needs, but the needs of your loved ones. Do you have enough coverage to take care of them when you're gone?
  • Saving for Retirement in Today's Economy - Duration: 3 minutes, 24 seconds.

    • 6 years ago
    • 43,333 views
    The economic challenges in front of us are enormous. If we don't act now, we won't have a comfortable retirement. This video contains some excellent tips on how to save for retirement and create a ...
  • Wealth Advice- The Accretive Way - Duration: 78 seconds.

    • 6 years ago
    • 89 views
    Let us help you secure your financial future by creating a financial plan that examines your assets, defines your goals, and analyzes your needs. The investment strategy we design will suit your cu...
  • Financial Planning- The Accretive Way - Duration: 2 minutes, 19 seconds.

    • 6 years ago
    • 176 views
    Accretive Wealth gives you tools for up-to-date financial planning by allowing you to aggregate all the information about everything you own—in one place, on a secure personal website.
    Our website...
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