| After 2 of our clients were exposed to a scam targeting time share owners, we felt it necessary to do a video in efforts to reduce more being caught in the scammers' web.  For one client, the scammer took $85,000.  The other got lucky and we were able to identify the scam before she could be taken advantage of. Please let us hear your stories.  The only way to combat these scam artist is education of our peers. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

| Investments can be confusing! Qualified, Roth, IRA, Mutual Fund...what does it all mean?!?! This week's video aims to help you get a better understanding of the different investment types. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

Medicare is so confusing! A, B, C, D...what does it all mean? This video breaks down what each part of Medicare does and aims to help you get a little less confused. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

Strategic and tactical sound like they would be similar but that is far from the truth. These are two ways of investing that have been debated on which is better for years. This weeks video breaks down the differences between the two and helps you see which is the best for your circumstances. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

Have you ever wondered how your health habits might be affecting your hard earned dollar? Find out on this weeks episode of Finance Speaks. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

Married women, do you know the one thing you should do before you retire? Find out in this weeks video!

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

You see what I did there? I think that may be my next book - kidding - sort of. Seriously though, winning the lottery can change your life and these are some tips on how to navigate that big new world of wealth. In this special edition, I am joined by Chris Hensley, a fellow financial advisor and the host of the podcast Money Matters. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

How do you select a Financial Advisor? You are trusting this person with your future. This video covers some good points on what to look for when you are looking for a Financial Advisor.

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

As the title states, this video is about the financial steps that should be taken before a divorce happens. I know it is not a fun topic but it is an important one. No one wants to get caught off guard financially as they are moving into this new period of their life. 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.

There is always something that comes up that you did not budget for and you have to get it taken care of. That's where having an emergency fund comes in handy but how much should you have in it? Where should you put it? 

Legal Disclaimer: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Precept Wealth Management and Cambridge are not affiliated.