John’s Top Tips

Our resident CERTIFIED FINANCIAL PLANNER™ professional John Howe-Wemett, CFP®, M.S. has put together a library of videos where he covers financial planning topics with the intent of guiding, educating, and empowering you.

The best part is that you can start out with these videos, learn a bit about a topic, then get in touch with us to delve deeper.

Check out the series John’s Top Tips to get bite-sized, actionable items that support your financial health and wellness.

Look below for links to playlists on every topic we cover!

We help you analyze your current expenses compared to your income because the foundation of every financial decision is a strong understanding of your spending.

Financial wellness isn’t achieved overnight—it comes from one informed choice building on another. We empower you with the knowledge you need to make good financial decisions a habit.

Your employer might offer benefits of which you’re not quite sure how to take full advantage. We’ll help you understand how to maximize what you have available to you.

As financial planners, we know key strategies to implement when you’re saving for a goal. We want to help your money go further in the short and long term. These videos are a great place to start!

Everyone needs an estate plan. These videos help you to look at your financial situation and identify risks that can stand in the way of your wishes being carried out when you pass away.

The idea of retirement looks different for everyone. In our retirement planning videos, we focus on information that everyone will need as they think about their future.

Not sure if you need insurance or how much is enough? We don’t sell insurance but we understand it and we’ll help you understand it too. Being under-insured can lead to disaster.