Videos

Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople

See what our CV families have been up to this year! We wish all of our clients a very Merry Christmas and a Happy New Year. From our families to yours! #coreVISIONcrew

Andrea Lee and Guest Gene Jones discuss RMDs and Charitable Giving. #WeRetirePeople #coreVISIONcrew

Brett Rice and Andrea Lee discuss the topic of Financial Literacy and what that means. #WeRetirePeople #CVFG #coreVISIONFG

Andrea Lee and Brett Rice discuss the gender gap in investing and retirement savings. #coreVISIONFG #RetirementSavings #GenderGap

Brett and Andrea discuss new contribution limits for 2023 for most retirement plans along with 529 and HSA.