Videos of Interest

Introducing Goldfinch Wealth Management

The Goldfinch Difference

Proactive Planning

Paving the Way to Retirement

Financial Planning for Business Owners

Additional Resources

Six Reasons to Work with a Financial Professional

Financial Planning: Helping You See The Big Picture

Women & Money: Taking Charge of Your Future

Spotlight on Student Debt

Taking a Closer Look at Target Date Funds

Do You Know Who Your Beneficiaries Are?

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

Should You Consider a Health Savings Account?

Are Your Investment Decisions Influenced By Emotions?

The Latte Habit

The Basics of Social Security Retirement Benefits
Trade Tariffs