GWA Videos

We're shining a spotlight on the topics people care about with educational videos

Get strategies and tips on 529 Plans and saving for your loved one’s education from expert Chris Stack. If you would like more information on saving for college, visit: Is a 529 Plan the best way to save for college?



We know that you want a financial plan, but think you can manage it yourself.  This chart depicts the cost benefits of financial planning so you can better understand the advantages: Find out more



Are your biases monkeying around with your portfolio? Learn more about the six cognitive biases many investors have, how they can derail your portfolio and how to overcome them.


How do you help pay for college without compromising your other financial goals? We offer several ideas that may help parents, grandparents and students: Read more


Retirement is about more than just saving money. These 6 levels of retirement help ensure you retire to something, not from something:

Read our retirement guide


Experience Our 3P Approach© to Financial Planning

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