
Financial Literacy, What is it and What Does it Mean?
Brett Rice and Andrea Lee discuss the topic of Financial Literacy and what that means. #WeRetirePeople #CVFG #coreVISIONFG
Brett Rice and Andrea Lee discuss the topic of Financial Literacy and what that means. #WeRetirePeople #CVFG #coreVISIONFG
Beau Browning discusses the current State of the Firm with Brett Rice. Listen about all the exciting changes going on within coreVISION Financial Group. #WeRetirePeople #CVFG
Jason Pike, Partner, at coreVISION discusses fees with Brett Rice. #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