Simple money habits can quietly and sustainably transform your financial future. Bill shares practical, doable steps to build long-term confidence with your money.

Longer life expectancy makes planning for long-term care more important than ever. Learn how long-term care insurance can help protect your retirement, your independence, and your family’s peace of mind.

Careful planning and tax efficiency are critical if you’re considering retiring before 59½. In this video, Victoria explains how early retirees may be able to access retirement accounts without the 10% penalty, breaking down strategies like the Rule of 55 and 72(t) payments.

Retirement planning evolves with every decade of life, from building strong habits early on to fine‑tuning your strategy as retirement approaches. No matter your age, the choices you make today can shape a more confident and sustainable financial future.

Saving for college can feel like a daunting task. Kevin shares how starting early and saving consistently can make paying for college feel much more manageable over time and can grow into meaningful support for your child’s future education.

Victoria reviews several provisions of the new One Big Beautiful Bill Act. With higher standard deductions, expanded credits, and new planning opportunities for families, retirees, and business owners, now is a great time to review how these changes could impact your personal tax strategy.

Open money conversations and the right account structure (joint, separate, or a hybrid approach) can strengthen long‑term relationships. Bill highlights key factors couples should consider and encourages thoughtful planning to support shared goals.

IRA contribution limits increased from 2025 to 2026, and knowing the rules and deadlines creates planning opportunities. Matt explains what you need to know.

This introductory video explains what the Makes Cents series is, why we created it, and the financial topics it will cover.