Happy Holidays from our coreVISION Family to yours!
Our annual end of year video for our clients | 2024
coreVISION Financial Group 2024 Thankful Video
coreVISION Financial Group shares what they are thankful for. #weretirepeople #coreVISIONcrew
Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #coreVISIONcrew #WeRetirePeople
Brett Rice talks Budgeting Basics with Andrea Lee and TJ Sherwood
Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople
coreVISION Financial Group End of Year Family Video 2023
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 Talks About RMDs and Charitable Giving
Andrea Lee and Guest Gene Jones discuss RMDs and Charitable Giving. #WeRetirePeople #coreVISIONcrew
