Videos

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.

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