facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck

Financial Focus Video Series

In our Financial Focus video series, LMC's advisors share ideas to help inspire you to take steps toward reaching your financial goals.


The pros and cons of 401(k) loans

Everyone’s situation is different and unique; which is why it's important to make sure you understand the pros and cons of taking money out of your retirement. In this video, we share some pros and cons of 401(k) loans.


Qualified Charitable Distributions

The Qualified Charitable Distribution (QCD) is a great gift Congress gave to individuals that are charitably-minded and are taking RMDs from their IRA accounts. In this video, we explain the benefits of the QCD strategy.


Finding your financial why

If you take the time to introspect, and determine the WHY behind your financial goals, you may just find the motivation to pursue them. In this video, we share some steps to follow that can aid you in finding your financial why, add intention to your financial decisions, and begin lighting your financial goals on FIRE.


Do these 4 things before you start investing

We hear time and time again to start investing early, to do it often, and to do more of it. While this is generally true, it is important to take note of four key things BEFORE you decide to start your own investment journey.


When should I draw Social Security Benefits

Because of taxation and other income implications, when to claim social security benefits is a decision that may just be one of the major financial decisions in your life. In this short video, we share some basic information about Social Security, as well as some important considerations about when to draw benefits.


To Roth or not to Roth

There are a lot of differing opinions about Roth 401(k) contributions. In this video, we provide information to help you when deciding whether or nor enroll in the Roth option of your employer-sponsored retirement plan.


Understanding market volatility

In this short video, we provide some important reminders about market volatility. Though never any fun to endure, market volatility is part of long-term investing, which is why during market ups and downs, it’s important to focus on the fundamentals.


The Golden Rule of financial wellness

"Live below your means," the golden rule of financial wellness. These four words can set you on a path toward financial independence. In this video, we will share three steps you can take right now.


Improving your credit score

Your credit score makes your financial world go round. It's the standardized way the financial world determines if you are a financially responsible. This video offers some tips about what you can do to improve your credit score.